For colleague Ralph Angelo of Angelo Planning Group (APG), loyalty is a two-way street. After 14 years working at the firm that gave him his start in financial services never was that value tested more fervently—both personally and professionally—than in December 2010 when he and his entire group of 15 financial advisors left their former broker/dealer to join American Portfolios Financial Services, Inc. (APFS).
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The Family Man. Walk into Wealth Advisors, Ltd. and you will be greeted by the welcoming smile of...
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As the first woman in her home to graduate from a four-year American college, Desmond entered the workplace a shy young woman, but one determined to earn a fair living in what was, and still is, a male-dominated industry. Her resolve found her as the first female Rookie of the Year in the 50-year history of First Investors Corporation.
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It may take courage to question our truths and assumptions, but it is only through honest self-reflection and criticism that individuals can change the way they see their world. Here are five book suggestions to get you started in breaking conventional thinking and changing the way you see the world and yourself.
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Richard Cox is a seeker of knowledge, a discoverer of hidden things and a revealer of how they work. He is a man driven by passion, called to follow, embrace, understand and submit to desting. His practice, Cox Wealth Management, approaches clients with the same philosophy, helping each who walk through his doors define what a significant life looks like to them and, in turn, put them on a path of personal and financial fulfillment.
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