By Ashley Ferraro Apple Insurance and Financial is a community-oriented company proudly led by founder Rick Jultak and partners Marc Fine and Sharon Zilberman. With its main office located in Boca Raton, the company handles clients throughout the South Florida region. According to Jultak, “Members aren’t customers, they’re clients.” The family aspect of the company …
Community Based Insurance Offers Promising Options Read More »
Financial Advice = Greater Confidence Some recent, intriguing survey data indicates that women are planning their financial futures with some degree of pragmatism, but also with considerable motivation. One of the key motivations, it seems, is receiving financial advice. Results from various studies, including TIAA-CREF survey prove this. TIAA-CREF polled a random, national sample of …
By Douglas Eaton If you’re not familiar with financial planning, then this article is perfect for you. Very few people read the fine print of their investment products (such as mutual funds) or on the agreements when they open a brokerage account. However, that is where you will see the language that informs you on …
Assuring that everyone’s daughters and granddaughters have a healthy future is a primary goal for Not My Daughter…find a cure now! Now in their fifth year, the volunteer organization continues their mission to raise funds and awareness to end breast cancer before it reaches the next generation. In their show of support for the community …
Financial Empowerment for Women – Thursday April 24th Read More »
By Douglas Eaton The world and financial industry constantly evolves, but after 17 years as a financial adviser, I have found that many client concerns remain constant, as do their planning related questions. Eaton Financial Group focuses on assisting women who are financial decisions makers – who either already manage their own finances – or …
By Douglas Eaton Very few people read the fine print of their investment products (such as mutual funds) or on the agreements when they open a brokerage account. However, that is where you will see the language that informs you on the way potential conflicts may be resolved. There is even language that puts some …
