As Thanksgiving approaches, it's a wonderful opportunity to reflect on all the good things in our lives and to cherish the family and friends who make our days brighter. With excitement for the year ahead, let's embrace a holiday season filled with the joys of love, connection, and togetherness. Wishing you a delightful Thanksgiving and a fantastic holiday season!
CARE Private Wealth
金融服务
Newton，MA 367 位关注者
COMPASSION - AUTHENTICITY - RELATIONSHIPS - EXCELLENCE
关于我们
CARE Private Wealth, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. We believe it is essential for advisors to be affiliated with a financially sound organization that provides an open investment platform. We focus on helping advisors be independent but also make sure they know and feel that they are not alone. Our founding partners combined have over 80 years of industry and leadership experience. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com CARE Private Wealth and the above firms are independent and non-affiliated. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.
- 网站
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www.careprivatewealth.com
CARE Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Newton，MA
- 类型
- 私人持股
地点
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主要
获取路线
275 Grove Street
Suite 2-4120
US，MA，Newton，02466
CARE Private Wealth员工
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Dave Geschke
Senior Executive | Regional Leadership | Sales Operations | Strategic Planning and Growth | Business Transformation
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David Shnitzer
Managing Partner at CARE Private Wealth
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Keith Fredrickson, CFP?, CRPC?
Senior VP / Wealth Planner at Care Private Wealth | Investment Analyst | Helping Clients Achieve Key Financial Goals
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Frank Teodosio
Managing Partner at CARE Private Wealth
动态
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As the veil between worlds grows thin, frights and delights stir awake! ??? The spooky season has arrived to enchant one and all. Wickedly clever costume parties ??, meticulously carved pumpkin masterpieces ??, and savoring all the seasonal candy indulgences await those looking to embrace their spirited side this Halloween. ???? Let your inner ghoul out to play. 'Tis the season to get delightfully tricky and revel in all sorts of haunting shenanigans! ??? Share your favorite hair-raising Halloween adventures below, if you dare... ?? #SpookySpectacles #GhoulishGallivanting #TricksAndTreats
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What’s really going on in the economy, and what lies ahead for AI? Find out from Lincoln Investment’s insightful Chief Investment Strategist, Shashi Mehrotra. Join us on Thursday, November 7 at 4:00 p.m. ET when Shashi will dive into the latest market trends and future-focused AI developments.
Join Us Live: Post-Election Insights and AI Impact from Chief Investment Strategist, Shashi Mehrotra
lincolninvestment.advisorstream.com
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Former President Donald Trump has unveiled two new tax plans in recent days while campaigning, targeting overseas voters and Americans paying off car loans, as both he and Vice President Kamala Harris have rolled out a variety of tax proposals in the leadup to the election.
How Would Donald Trump And Kamala Harris Change Your Taxes? Here’s What To Know.
advisorstream.com
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In the wake of a hurricane, understanding the various forms of assistance available can help individuals, families, and businesses recover more quickly and effectively.
How To Get Financial Help After A Hurricane: FEMA, SBA, And More
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Discussing money, health, and mortality with loved ones is critical to build trust and ensure the wellbeing of all the generations in your family.
6 Financial Matters To Discuss With Older Family Members
advisorstream.com
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As Rosh Hashanah approaches, I'm reminded of the powerful themes of renewal and reflection that this holiday brings. It's a time to take stock of our lives and set intentions for the year ahead. May this new year bring you joy, growth, and fulfillment in all aspects of your life. Each new beginning is an opportunity for positive change and personal development. Wishing you and your loved ones a sweet and meaningful New Year. Shana Tova!
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