Happy Holidays from the Burt Financial Team! ✨🎄 From all of us at Burt Financial, have a Merry Christmas and a Happy New Year! #HappyHolidays #MerryChristmas #BurtFinancial #Gratitude #FestiveSeason #FinancialGrowth
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Congratulations to Tom Spann, Brightside CEO and co-founder, for being recognized as one of The Top 50 Financial Technology CEOs of 2024 by The Financial Technology Report. This is great recognition of the work that all Brightsiders do to improve the financial health of hundreds of thousands of working families, proving that innovative Financial Care can change lives while delivering real ROI for employers. See the full list of honorees in the comments: #FinancialCare #FinancialWellness #FinancialHealth #FinHealth
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New year, new goals! 🎉 We asked the Hall Financial team about their New Year’s resolutions—watch to see what’s inspiring them as we head into 2025! #NewYearsResolutions #TeamGoals #HallFinancial #NewYearNewGoals #FreshStart
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Chief Executive Officer | Wealth Financial Services & Tax Advisory | We’re Hiring Financial Advisors | Tailored Investment Strategies To Help Build & Preserve Our Clients’ Wealth | Live Today, Plan For Tomorrow
Mixology is like a diversified financial plan! We craft a customized blend that fits your unique goals and tastes. We want to smoothly help you you accomplish your goals with Strong competitive returns! #wfsta #mixology #rightbalance #team #trust #memories #financialleadership #livetodayplan4tomorrow #LTPT #DBDL
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Saving up for a vacation shouldn't stop you from also saving up for a home! Check out these strategies on creating a well-balanced savings plan. #Nellyyourrealtor #nellyCLICK #realtors4Christ #latinosBOOM #homesforsale #Century21WesternRealty #NellybyYou #Century21Realtor
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President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense
In this week’s episode of #DollarsandSense, Marion and I discuss real-life scenarios and share how working with certified financial planners can ensure you're prepared for any twist life may throw your way. Watch here: https://bit.ly/3zvRFP1
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Early bird or night owl? We asked our team at Balanced Financial Concepts whether they're early to rise or up late. Gautam is an early bird. What are you? #meettheteam #financialplanning #earlybird
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As a non-family executive in a family business, navigating the unique dynamics can be challenging yet rewarding. Embracing the family culture, navigating complex dynamics, and focusing on financial health are key strategies for driving growth. Learn more about how you can contribute to the success of family businesses. From Ritch Sorenson https://lnkd.in/esvPdqP
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Welcome to the award-winning Trek Wealth Scottsdale office, located in the beautiful Kierland Corporate Center! ✨ Here, our team is dedicated to meeting with clients and helping them navigate their financial planning needs with personalized care and expertise. Whether you're setting long-term goals or need immediate guidance, we're here to support you every step of the way. Come visit us and let's start planning your financial future together! 📈 #TrekWealth #FinancialPlanning #ScottsdaleOffice #KierlandCorporateCenter #WealthManagement"
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Don’t miss out on our FREE 2-Hour Skyward Report! 🕒 Gain valuable insights into your financial health, strategic opportunities, and personalized recommendations. Book your FREE 2-hour consultation and Skyward Report for an in-depth look at your financial health and growth opportunities. https://lnkd.in/geCSAdTQ #FractionalCFO #BusinessGrowth #FinancialConsulting #FinancialPlanning #Financial Expert #BusinessPlanning #CFOExpert
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Early bird or night owl? We asked our team at Balanced Financial Concepts whether they're early to rise or up late. Gautam is an early bird. What are you? #meettheteam #financialplanning #earlybird
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