PLANMEMBER SECURITIES

PlanMember Opens New Financial Center in Red Bank, NJ

Retrieved on: 
Thursday, April 4, 2024
Partnership, Retirement, Insurance, Financial Center (Iowa), Marketing, Financial adviser

CARPINTERIA, Calif., April 4, 2024 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center, The 401(k) Group.

Key Points: 
  • CARPINTERIA, Calif., April 4, 2024 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center, The 401(k) Group.
  • Located in Red Bank, NJ, The 401(k) Group is owned and managed by Joe Fernandes, who has been a securities-licensed financial services professional for over 27 years.
  • "As a Financial Center, I have so much support from PlanMember in terms of business development, marketing, recruiting and Compliance.
  • To date, PlanMember has established 48 Financial Centers in 25 states, with a goal of expanding to 80 Financial Centers nationwide.

Williams & Company Financial Services Celebrates 25th Anniversary by Donating $25,000 to Michigan Schools

Retrieved on: 
Tuesday, February 27, 2024
Growth, Retirement, W&C, Student

GRANDVILLE, Mich., Feb. 27, 2024 /PRNewswire/ -- Williams & Company Financial Services is excited to announce we are celebrating 25 years in business in 2024.

Key Points: 
  • GRANDVILLE, Mich., Feb. 27, 2024 /PRNewswire/ -- Williams & Company Financial Services is excited to announce we are celebrating 25 years in business in 2024.
  • We are available to all Michigan school districts to provide retirement and financial education, planning assistance and guidance to educational employees.
  • Of the company's many years of success, Williams & Company President & CEO Rich Williams said: "I am honored to lead a company dedicated to empowering individuals from all backgrounds to achieve their financial aspirations.
  • As part of our 25-year celebration, Williams & Company Financial Services is thrilled to give back to the communities we serve.

PlanMember Opens New Financial Center in Ponte Vedra, FL

Retrieved on: 
Tuesday, September 26, 2023
Atlanta Financial Center, Veteran, Financial adviser

CARPINTERIA, Calif., Sept. 26, 2023 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center, Sound Asset Advisors.

Key Points: 
  • CARPINTERIA, Calif., Sept. 26, 2023 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center, Sound Asset Advisors.
  • Located in Ponte Vedra, FL, Sound Asset Advisors is owned and managed by Michael Fornasier, who has been a securities-licensed financial services professional for over 25 years.
  • While the new financial center serves individuals and families, educators, and public employees, they are especially dedicated to serving veterans and their unique financial needs.
  • To date, PlanMember has established over 40 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.

PlanMember Opens New Financial Center in Waukesha, WI

Retrieved on: 
Tuesday, August 22, 2023
World Alliance of International Financial Centers, Northbound, Financial Center (Iowa), Financial adviser

CARPINTERIA, Calif., Aug. 22, 2023 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new Financial Center, Northbound Financial Services, in Waukesha, WI.

Key Points: 
  • CARPINTERIA, Calif., Aug. 22, 2023 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new Financial Center, Northbound Financial Services, in Waukesha, WI.
  • Northbound Financial provides financial planning, financial education, tax planning and health insurance planning opportunities to employer groups, school districts and individual investors throughout the area.
  • The new Financial Center will be co-managed by Kyle Breitzman, CFP®, who co-founded Northbound Financial Services in 2021 along with Jill Snyder who recently joined the agency.
  • To date, PlanMember has established over 40 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.

PlanMember Announces Winner of The Richard H. Ford Making a Positive Difference Award

Retrieved on: 
Thursday, May 4, 2023
Camping, Male, Planmember, Molly house, Environment, House, Safety, Employment, Partner, Toy

CARPINTERIA, Calif., May 4, 2023 /PRNewswire/ -- PlanMember Financial Corporation is proud to announce the winner and nominees of the 2023 Richard H. Ford Making a Positive Difference Award.

Key Points: 
  • CARPINTERIA, Calif., May 4, 2023 /PRNewswire/ -- PlanMember Financial Corporation is proud to announce the winner and nominees of the 2023 Richard H. Ford Making a Positive Difference Award.
  • The award is in honor of Richard Ford, our dear friend and colleague who embodied both the spirit and mission of PlanMember—to make a positive difference for our Partners, PlanMembers, and Employees.
  • Each year, PlanMember recognizes financial advisors who selflessly contribute their time, energy, passion, and financial resources to causes that make a positive difference in the lives of others.
  • The award is in honor of Richard Ford, who embodied both the spirit and mission of PlanMember
    This year's winner is Nathan Moore, CFP®, the owner of Agape Planning Partners, a PlanMember Financial Center located in Fresno, CA.

PlanMember Opens New Financial Center in Fresno, CA

Retrieved on: 
Thursday, December 8, 2022
PSEC, Partner, CFP, Atlanta Financial Center, Financial Center, Woman, Multimedia, Nathan, AGAPE, Financial adviser

CARPINTERIA, Calif., Dec. 8, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center located in Fresno, CA, AGAPE Planning Partners, owned and managed by Nathan Moore, CFP a Financial Planner who has been a securities-licensed financial services professional for 23 years.

Key Points: 
  • CARPINTERIA, Calif., Dec. 8, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of a new financial center located in Fresno, CA, AGAPE Planning Partners, owned and managed by Nathan Moore, CFP a Financial Planner who has been a securities-licensed financial services professional for 23 years.
  • "We are dedicated to making available financial literacy to all our clients, with a particular emphasis on women professionals."
  • To date, PlanMember has established 44 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.
  • "The affiliation with AGAPE Planning Partners supports PlanMember's ongoing efforts to expand our Financial Center business model across the country.

PlanMember Announces Contract Extension with IBEW Local Unions

Retrieved on: 
Tuesday, December 6, 2022
PSEC, Retirement, Wealth, Partnership, IBEW, Multimedia, Plan, Financial adviser

CARPINTERIA, Calif., Dec. 6, 2022 /PRNewswire/ -- Scarborough Alliance, a part of PlanMember Retirement Services, is pleased to announce that it was recently awarded a 5-year contract extension serving the IBEW Local Unions Savings & Security Plan.

Key Points: 
  • CARPINTERIA, Calif., Dec. 6, 2022 /PRNewswire/ -- Scarborough Alliance, a part of PlanMember Retirement Services, is pleased to announce that it was recently awarded a 5-year contract extension serving the IBEW Local Unions Savings & Security Plan.
  • For more than 45 years, Scarborough has served the retirement needs of IBEW members across the country and has served as the plan administrator for the IBEW Local Unions Savings & Security Plan since its inception in 1979.
  • "We have served as a trusted fiduciary to the Savings & Security Plan for 43 years," says Denis Cardone, President and Founder of Scarborough Alliance, "and we certainly appreciate the IBEW Local Unions' continued confidence."
  • Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC.

PlanMember Opens New Financial Center in Richardson, TX

Retrieved on: 
Tuesday, August 16, 2022
Multimedia, CEO, CA, Financial Center, World Alliance of International Financial Centers, PSEC, Education, Retirement, Parent, Partnership, Time, Financial adviser, Management

CARPINTERIA, Calif., Aug. 16, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of their new Financial Center, Inspire Financial, in Richardson, TX.

Key Points: 
  • CARPINTERIA, Calif., Aug. 16, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of their new Financial Center, Inspire Financial, in Richardson, TX.
  • Inspire Financial has a team of six financial professionals and three other locations within the state of Texas.
  • To date, PlanMember has established 43 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.
  • "The relationship with Inspire Financial is another important milestone as we expand our Financial Center business model across the country," says Jon Ziehl, President and CEO of PlanMember.

PlanMember Opens New Financial Center in Pittsburgh, PA

Retrieved on: 
Tuesday, August 9, 2022
Multimedia, CEO, CWM, CA, Financial Center, Atlanta Financial Center, PSEC, Retirement, Dignity, Financial adviser

CARPINTERIA, Calif., Aug. 9, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of their newest Financial Center, CWM Financial Group in Pittsburgh, PA.

Key Points: 
  • CARPINTERIA, Calif., Aug. 9, 2022 /PRNewswire/ -- PlanMember Financial Corporation is pleased to announce the opening of their newest Financial Center, CWM Financial Group in Pittsburgh, PA.
  • The new Financial Center is managed by Jack Conway, who has been a securities-licensed financial services professional for 27 years.
  • To date, PlanMember has established 42 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.
  • "and the affiliation with CWM Financial supports PlanMember's continuing efforts to extend our Financial Center business model across the United States."

PlanMember Opens New Financial Center in Puyallup, WA

Retrieved on: 
Tuesday, April 5, 2022
Retirement, Multimedia, Financial Center, CEO, World Alliance of International Financial Centers, PSEC, Invest Financial Corporation, CA, COVID, Financial adviser

CARPINTERIA, Calif., April 5, 2022 /PRNewswire/ --PlanMember Financial Corporation is pleased to announce the opening of their new Financial Center, Barron Financial, in Puyallup, WA.

Key Points: 
  • CARPINTERIA, Calif., April 5, 2022 /PRNewswire/ --PlanMember Financial Corporation is pleased to announce the opening of their new Financial Center, Barron Financial, in Puyallup, WA.
  • The new Financial Center will be managed by Matt Sinclair, Steve Barron and Julie Barron.
  • To date, PlanMember has established 44 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.
  • "As a PlanMember Financial Center, Barron Financial Services and its clients will benefit from PlanMember's model by making available such services as our participant call center, personalized planning services, robust financial education resources, and product diversity."