Frank Conte Named Growth Specialist Award Recipient
CWA Finalist for Business of the Year Award
DAVID A. LANGAN, RICP® JOINS CONTE WEALTH ADVISORS
CWA Awarded Harrisburg Magazine's Readers' Choice 2015
Joe Henriques, CFP®, AIF® Awarded Central PA's Forty under 40
ALI BACH, CFP® Named Finalist for Luminary Award
Matthew J. Ruttenberg named Top Retirement Plan Advisor under 40
Fort Myers, FL – Matthew J. Ruttenberg, an independent financial advisor with Cambridge Investment Research, Inc. (Cambridge) of Fairfield, Iowa, was named one of fifty ‘Top Retirement Plan Advisors Under 40’ by the National Association…
Charitable Giving, a powerful estate planning vehicle
2015 Key Financial Data
Click 2015 Key Financial Data for information on key items regarding tax brackets, thresholds, limitations and exemptions that may affect your personal finances such as: Standard deductions & phase outs Personal exemptions Gift & estate…