wealth advisor News from Send2Press Newswire

wealth advisor News

News items related to wealth advisor as issued by the Send2Press Newswire service on behalf of the noted news source.

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois

Fri, 26 Feb 2021, 07:00:21 EST | From: Raymond James Financial Services - Legacy Wealth Advisors

WARRENVILLE, Ill., Feb. 26, 2021 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The Solaris Group, LLC Joins Klingenstein Fields

Tue, 18 Jun 2019, 11:10:15 EDT | From: The Solaris Group LLC

NEW YORK, N.Y., June 18, 2019 (SEND2PRESS NEWSWIRE) — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.