Capitol Financial Solutions Welcomes New Associate to Raleigh Office

Robert C. Turner, CLU, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial representative, Bryan Ward, to the firm.
Bryan Ward, Registered RepresentativePRLog (Press Release) - Aug 09, 2011 - Robert Turner, President & CEO of CFS is pleased to welcome new financial representative, Bryan Ward, to the firm. CFS is a financial services firm based in Raleigh that provides clients with a dynamic opportunity encompassing an open architecture of financial service offerings; value-added support services; and a strong team of financial professionals and advisors.

“We are excited to have a talented professional, such as Bryan, join Capitol Financial Solutions. We pride ourselves on the high caliber of our financial representatives and believe that these individuals will devote themselves to helping clients reach their financial goals,” said Turner.

Ward is a 2011 Magna Cum Laude graduate of East Carolina University where he obtained his B.S. in Finance.  Currently, Ward holds his life/health license as well as the Series 6 and Series 63 securities licenses.

Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 197 Clarendon Street, Boston, MA 02116. Offering John Hancock insurance products as well as products of multiple insurance carriers. Capitol Financial Solutions is independent of Signator Investors, Inc. and John Hancock.  201-20110808-80628

# # # Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. CFS provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors. For more information, please visit http://www.capfs.com/.
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Michael Evans Opens EVANS Group Financial Advisors LLC in Cheshire, Connecticut

Michael Evans of Cheshire, Connecticut, officially opened EVANS Group Financial Advisors LLC in Cheshire with two grand opening events. EVANS Group Financial Advisors is a full service investment and insurance brokerage firm at 1120 S. Main Street.
EVANS Group Financial Advisors LLC, Cheshire, CTPRLog (Press Release) – Aug 01, 2011 – Michael Evans, a prominent business, community and political leader in Cheshire, CT, hosted two grand opening celebrations for the launch of EVANS Group Financial Advisors, LLC. Over 100 guests were welcomed by Michael and his wife, Mary Evans, Office Manager of their new firm, during two recent celebratory events. EVANS Group Financial Advisors, located in newly-renovated offices at 1120 South Main Street in Cheshire, is a full service investment and insurance brokerage company. “Having been a financial advisor and community leader in Cheshire for the past 19 years,” commented Michael Evans, “it is with significant pleasure and satisfaction that I have opened my own financial consulting firm in my hometown of Cheshire.” Evans plans on running for Cheshire Town Council and he is in the process of forming the new independent CHESHIRE Party which will compete in the November 8, 2011 election.

Michael Evans is a former Financial Advisor with NEi Financial in Cheshire, and he remains affiliated with his national brokerage firm, Hornor, Townsend and Kent, Inc. During the past six years, he has won the firm’s Peak Producer Award and Royal Blue Club Award on numerous occasions. Evans was an Investment Representative with Edward Jones Investments and he opened the firm’s Cheshire office in 2000, and achieved partnership at Edward Jones in 2003.  For seven years, he was a Financial Consultant with Fleet Investments in Cheshire. Evans passed the Certified Public Accountant (CPA) exam in 1985 after studying at the University of Fribourg in Switzerland in the spring of 1983, and after receiving his Bachelor of Science degree in accounting from Providence College in 1984.

Well-known in the Cheshire community, Michael Evans has been a member and past Vice Chairperson of the Town of Cheshire Retirement Board since 2007. Since 2001 he has been a member, and past Chairperson of the Cheshire School to Business Partnership. Evans has been a member of the Cheshire Rotary Club since 2000; he is Chairperson of the Rotary Club’s Unsung Student Award program and he is also an Officer and Director of the organization. Evans has been President of Referral Net of Cheshire, a local business networking group, since 2000. In addition, he is past Director of the Cheshire Chamber of Commerce, the Cheshire Education Foundation; and the Cheshire Thomas Brooks Little League. Recently, he resigned as Treasurer of the Cheshire Democratic Town Committee.

As a comprehensive Financial Advisor Michael Evans helps both individual clients and business  clients with their financial decisions regarding stock and real estate investment portfolios, asset allocation and income planning strategies and insurance needs analysis including long term care, disability, health insurance and life insurance. With over twenty-seven years experience in the financial services industry, Michael Evans has both the expertise and the compassion needed by clients in today’s challenging environment.

EVANS Group Financial Advisors, LLC, Michael and Mary Evans hosted two celebratory events that were catered by Fratelli’s of Southington. Each celebration included three courses of food accompanied by wine, beer and soft drinks. At one evening event, local comedienne, Linda Belt, entertained the evening guests with an hour of stand-up comedy following dinner. “It was truly a very grand celebration,” commented Evans, “where everyone had a wonderful time.”

Michael Evans and Mary Evans of EVANS Group Financial Advisors, LLC can be reached by phone at 203-439-2600, by email at mevans@htk.com, or via the firm’s new website, www.EvansGroupFinancialAdvisors.com.
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Registered Representative of and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC. 16 East Washington Street Suite 206, North Attleboro, MA 02760, 508-699-7366. HTK is a wholly owned subsidiary of Penn Mutual. Evans Group Financial Advisors is independent of HTK, Inc.

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Bruce Greenstein, Tim Shaw Financial Services Group, presents asset protection strategies workshop

Bruce Greenstein, LUTC, of Tim Shaw Financial Services Group, Inc. will present an educational workshop entitled, “Protection for Life”. The program will expose perils to savings and offer credible safeguards against asset erosion.
PRLog (Press Release) – Jul 29, 2011 – Bruce Greenstein, LUTC, of Tim Shaw Financial Services Group, Inc. will present an educational workshop entitled, “Protection for Life” on Wednesday, August 3 and Thursday, August 11, 2011, at 5:00 p.m. at the Olive Garden Restaurant located at 12870 Cleveland Ave., Fort Myers, FL 33907. The program will expose hidden perils that can deplete retirement savings and threaten future living standards. Attendees will discover alternative asset protection strategies that provide credible safeguards against asset erosion from inflation, creditors, and higher taxes. Includes dinner. Reservations required at 239-210-6090. Space is limited.

Tim Shaw Financial Services Group is a wholly-owned subsidiary of Tim Shaw Insurance Group, Inc., a Florida licensed general agency serving Southwest Florida since 1974 with life, annuity, IRA, 401K, health, property, casualty and liability products. For more information, visit http://www.timshaw.com.

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Cedar Brook Financial Partner Celebrates 15th Anniversary as a Financial Planner

PRLog (Press Release) – Jul 21, 2011 – Mark Munday, a partner and member of the Mannen, Munday & Slater group at Cedar Brook Financial Partners (www.cedarbrookfinancial.com), is celebrating his 15th year anniversary. Cedar Brook Financial Partners is one of the region’s largest wealth management firms, according to Crain’s Cleveland Business 2011.

Prior to joining Cedar Brook in 2005, Mr. Munday was a financial planner with Cleveland Financial Group.  Mr. Munday received a Bachelor of Science degree in business from Miami University in Oxford, OH, and in 1999, earned a Certified Financial Planner (CFP®) certification. He serves on the Financial Council of St. Joan of Arc Church in Chagrin Falls, OH, and was a member of the Planning Committee for Boys Hope Girls Hope, an international educational and residential program serving academically capable children who are abused, neglected, and abandoned.

“Putting his clients interests first, brainstorming with them to really understand their lifelong financial goals, and being a true team player are attributes that have contributed to Mark’s successful career,” explained Howard Slater, Cedar Brook founding partner. “Mark has a knack for helping our clients focus on what’s really important to them like their families, their businesses, and charitable organizations, and leaving the financial part of their lives to us,” continued Slater.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities AmericaAdvisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.

Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast OH. The advisors deliver customized personal services including comprehensive wealth strategies, investment & insurance advice and retirement planning.

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Capitol Financial Solutions Welcomes New Associates

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial representatives, Trevor Ikwild and Taylor Thacker to the firm.

FOR IMMEDIATE RELEASE

Robert Turner- President & CEOPRLog (Press Release) – Jul 14, 2011 – Robert C. Turner, CLU, President & CEO of CFS, is pleased to welcome new financial representatives, Trevor Ikwild and Taylor Thacker, to the firm. CFS is a local financial services firm that provides clients with a dynamic opportunity encompassing an open architecture of financial service offerings; value-added support services; and a strong team of financial professionals and advisors.

“We are excited to have talented professionals, such as Trevor and Taylor, join Capitol Financial Solutions. We pride ourselves on the high caliber of our financial representatives and believe that these individuals will devote themselves to helping clients reach their financial goals,” said Turner.

Ikwild, a native Virginian, is a graduate of Hampden-Sydney College where he majored in Economics and Commerce, served as the captain of the football team, as well as the treasurer for the Tiger Athletic 1916331769  Club.  Thacker, also a native of Virginia, was an Economics and Commerce major, also from Hampden-Sydney College.

# # # Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. CFS provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors. For more information, please visit http://www.capfs.com.

Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 197 Clarendon Street, Boston, MA 02116. 201-20110713-78315

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Local Financial Services Representative Teams With Tutor Doctor to Help Prepare Wake Forest Families

Capitol Financial Solutions (CFS) representative, Randy Hebert, CLTC is pleased to announce a new strategic alliance with Tim and Jen Benoit, owners of local, in-home tutoring program, Tutor Doctor.

FOR IMMEDIATE RELEASE

PRLog (Press Release) – Jul 12, 2011 – CFS representative, Randy Hebert, CLTC is pleased to announce a new strategic alliance with Tim and Jen Benoit, owners of local, in-home tutoring program, Tutor Doctor.  The alliance will allow the organizations to help local students and their families fully prepare for college, both intellectually and financially.

“Through my relationship with Tutor Doctor, I’m able to help their interested clients by reviewing their current college saving strategies and offer other investment plans to fit their individual needs,” said Hebert.  “Our passion for providing the best and most appropriate solutions, services and resources to our clients is reflected in our new alliance.”

Hebert will work with parents to help them achieve their financial goals in order to provide the best continuing education options to their children.  Both the Benoits and Hebert understand the complexities of college planning and strive to provide clients with the tools to successfully prepare for college.

About Tutor Doctor
Tutor Doctor is a leader in providing affordable one-on-one supplementary education to students and adults through offering in-home tutoring to families.  Tutor Doctor's services cover all grade levels, from kindergarten to university, and also work with adult learners.  Each in-home tutoring program is custom-designed to meet each student's specific needs and interests while addressing the underlying foundations of concepts learned.  The program fills in missing blocks of academic structure, consolidates that with current expectations, and then moves the student ahead to future requirements.  By working collaboratively with students, 1916331769  parents and teachers, Tutor Doctor tutors provide the best supplemental, personalized instruction along with the motivation and confidence needed to help students succeed.  For more information, please visit http://www.tutoringinthetriangle.com.

# # # CFS has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. CFS provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors. For more information, please visit http://www.capfs.com.

Registered Representative/Securities offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Advisor and Broker/Dealer for John Hancock Financial Network. Tutor Doctor, Capital Financial Solutions, John Hancock and Signator investors, Inc. are independent entities. Each firm is independently responsible for their own business lines, products and services they offer. 201-20110524-74562

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Two Local Financial Services Professionals Awarded Rising Leader Status

PRLog (Press Release) – Jul 18, 2011 – Intermountain Financial Group, LLC the Utah agency for Massachusetts Mutual Life Insurance Company (MassMutual), awarded Steve Dyches and Tony Christensen with the Agency Rising Leader award, recognizing each of them as two of its top financial services advisors.

The Rising Leader award recognizes individuals who have achieved the highest level of all-around sales and service performance in their first five career-contract years.  Dyches has qualified in his fifth year and Christensen in his first.
Christensen attributes his success to the strong support from his Sales Manager, and the strength of the company he represents. “The tools available to me, the support I receive from my sales manager and general agent, and the strength of the products available for my clients is why I have reached this level in my career.” said Christensen. “We are able to service our clients, assist them with their financial strategies, and help them feel positive about their futures” continues Dyches.  

“Steve and Tony continuously exhibit exemplary sales skills and top performance characteristics,” stated Todd A. Reid, General Agent. “We congratulate both of them for their accomplishment and look forward to the continued years of success.”

Steve joined the agency 5 years ago after practicing law for almost a decade. He is a graduate from the J. Reuben Clark Law School at Brigham Young University. Christensen is a graduate from Dixie State College with a Bachelor degree in finance.

About the Firm:

For more than 157 years, local residents and businesses rely on Intermountain Financial Group to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):
•   More than 14,000 policyholders and clients1
•   Managing over $711 million in assets2
•   Over $3.9 billion in life insurance coverage in force3
•   Over $28 million of life insurance benefits (claims) paid4
•   More than $8 million in dividends to whole life policyholders5

The company has been in awarded the national Sloan When Work Works award in 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.
* * *
*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

1.   An insured, owner, or payer of a MassMutual policy or contract.
2.   Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
3.   Amount of individual life insurance in force as of 12/31/10 1916338565  related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
4.   Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
5.   The amount of dividends to whole life policyholders in 2010.
 CRN201307-142961

When you work with our Financial Professionals your needs come first. We design programs to help you achieve what’s most important for you, your family & your business. We help you prepare for the future with appropriate products based on your needs.

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AutoCricket.com Announces Chief Financial Officer

PRLog (Press Release) – Jul 14, 2011 – AutoCricket.com, an online lead generation company helping consumers across America save on insurance, today announced that Cindy Miller, a long time accounting consultant, has been named Chief Financial Officer.

Miller has been working with AutoCricket.com since its launch in 2008, working as the corporate accountant. With much success and dedication, AutoCricket.com has moved Miller into the CFO position, where she still perform a variety of daily tasks and duties. Miller will manage and review the statistical analytics for all financial transactions, managing financial risks for the corporation, record keeping, various reports, as well as manage tax and payroll information.

“I am truly pleased to announce Cindy as the CFO. She has been an outstanding asset to AutoCricket.com for the past 3 years helping us accomplish our goals and extreme success. I look forward to the next phase and growth for our company and am excited to have Cindy be a part of it all,” said Shawn Gelnett, Chief Operations Officer of AutoCricket.com.

Cindy Miller has been operating as a financial advisor and accountant since 1981. Miller received her education from Long Island University located in New York, where she graduated with Bachelors in Accounting.

Along with an extensive background and education in accounting, Miller is also a licensed insurance agent in the state of Florida, with the ability to write policies for life and health insurance for 7 of the top insurance carriers. Miller is also certified with the IRS with a Preparer Tax Identification Number (PTIN).  

For more information about AutoCricket.com please visit www.AutoCricket.com.

AutoCricket.com
AutoCricket.com is a multifaceted company with a consumer-friendly interface enabling consumers to meet all of their automotive needs.  The simple forms with drop down menus and self-generated answers have made searching for automotive insurance 1916338565  and new vehicle prices easier for consumers. AutoCricket.com strives to provide a simple solution for those who have automotive needs, whether it is to search, finance or insure.

For more information about AutoCricket.com, contact Ashley Emery at 561.845.2391.

Auto Cricket is committed to providing our clients with the best revenue increasing products in the market while employing those who continually show themselves to be professional, ethical, and have a total commitment to the company.

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