Enjoy your 4th of July! 🎆 The GTE Financial team wishes you a great day, full of celebrations! Our Community Financial Centers will be closed today so we may celebrate the holiday with our loved ones. We will return to regular operating hours tomorrow, July 5th. #GTEFinancial #IndependenceDay #HappyFourth #FinancialIndependence #CreditUnion
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🎉 Big Congrats to Simon Warne APFS! 🎉 Charlie, our lively cocker spaniel, is wagging his tail with excitement! 🐾 We're thrilled to announce that Simon Warne, Chartered Financial Planner at New World, has been featured in VouchedFor's 2024 Top Rated Financial Adviser Guide, hitting the national press today! This honour is based on glowing client reviews. Want to see what our clients are raving about? Check out the link in the comments! #TopRatedAdviser #FinancialPlanning #ClientLove #VouchedFor2024 #CongratsSimon #NewWorldFinance
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Mark your calendars! 🗓️ We're thrilled to announce the 2024 McMurtry Financial Services, LLC Financial Symposium will be held on April 24, 2024. Get ready for a day filled with #insightful discussions, #expert speakers, and valuable insights to elevate your #financialstrategy. Stay tuned for more details! 💼💡 #SaveTheDate #accessingcapital
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Happy Friday! 🌅✨ Embrace the possibilities that transitions bring. Let's explore new beginnings together, ensuring your financial journey continues to evolve positively. Ready for the next chapter? We can help (740) 242-0173🚀📊 #srswm #superiorretirementsolutions #RetirementPlanners #NewBeginnings #FinancialJourney #FridayReflection #LancasterOH #NewarkOH
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We are thrilled that our own Head of Wealth, Anne McClean, is featured in VouchedFor‘s 2024 Top Rated Financial Adviser Guide, distributed in The Times tomorrow (Saturday edition). This is decided by clients and a testament to the great outcomes being delivered. Don’t forget to grab your copy and get in touch. #financialadvisers #wealthplanning #thetimes Capital at risk.
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Show us the money! You're invited to join HBA Voices of Tomorrow and Heritage Planning Partners for an in depth discussion about the ins and outs of financial planning and wealth management. Learn from Thomas (Tommy) Parks, CFP®, CLU®, ChFC®, a financial advisor expert, on how to create a disciplined saving strategy. It is never too early or late to start saving! Register now here: https://lnkd.in/ejU3z9yH You don't want to miss this informative event! #HBAVoicesofTomorrow #HBAImpact #financialplanning
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Where success meets success.
Drown out the noise. As partners of the St. Louis Blues, we know that with trusted advice, proper plans are as crucial as solid plays. Since 1890, Stifel advisors have been helping their clients pursue their financial goals every step of the way. #LGB #WhereSuccessMeetsSuccess
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Drown out the noise. As partners of the St. Louis Blues, we know that with trusted advice, proper plans are as crucial as solid plays. Since 1890, Stifel advisors have been helping their clients pursue their financial goals every step of the way. #LGB #WhereSuccessMeetsSuccess
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The Countdown Intensifies! Just 6 days until the Financial Services Academy Grand Finale! Get ready to witness the culmination of hard work, dedication, and financial excellence. Stay tuned for exciting updates and surprises! #6DaysToGo #FSAGrandFinale #CountdownToSuccess"
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