iconwlp.com
Who We Are: ICON Wealth and Legacy Partners: Financial Planning and Wealth Strategy: Woodland Hills, CA
http://www.iconwlp.com/content/pages/who-we-are
Why Do You Need Us? How We Do It. Heath Goldman PFP, CSPG. Heath Goldman is a financial architect and President/CEO of ICON Wealth and Legacy Partners. Prior to joining ICON, Heath was a member of Sagemark Consulting's Financial Planning. Team and worked for PaineWebber in their Private Client Group. Heath holds multiple licenses and securities registrations enabling him to offer diverse services based on individual clients' needs. He has also attained the status of Personal Financial Planner. Mar 22nd, ...
fundraisingassets.com
Fundraising Assets: Fundraising Appeal Packages, Professional Fundraising Solutions: Pricing
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Our Top 3 Blog Picks. The parts of an effective appeal letter. Turn lapsed donors into current donors. Is your thank you as good as your please? See our guest blog at GiveForward. Fundraising Assets can give you results that fit your budget. We do only custom work. You will never be asked to compromise your message to fit a pre-established template. Because we are highly organized and experienced in serving a niche clientele-small non-profits-we can deliver high quality work at a fair price. Below are so...
ernestburleyjr.com
Be secure and plan for financial success with Burley Insurance and Financial Services, Inc.: Bowie, MD
http://www.ernestburleyjr.com/content/pages/about-us
The Race of Life. This firm looks for ways to help people manage and grow their money, protect their assets, protect their loved ones, and succeed at reaching their goals. We have your best interests at heart and will work diligently towards helping you and your family succeed. Whether it's. IRAs, Rollovers, 401k Plans, Stocks, Mutual Funds, Fixed or Variable Annuities, 529 Plans, Managed Accounts, Brokerage Accounts, etc),. And registered as a Financial Advisor. As a CERTIFIED FINANCIAL PLANNER. Ernest ...
iconwlp.com
ICON Wealth and Legacy Partners: Financial Planning Services: Woodland Hills, CA
http://www.iconwlp.com/content/pages/home-2
Why Do You Need Us? How We Do It. Wealth and Legacy Partners. Collaboration to ensure a coordinated financial plan. ICON Wealth and Legacy Partners is a collaborative planning firm. Comprised of experienced professionals with more than 40 years of experience. We provide advanced planning strategies. And solutions to the affluent marketplace working primarily with closely held business owners and real estate entrepreneurs. We ensure the creation of a coordinated financial plan. May 26th, 2015 11:38 am.