Partner Shawn Hirsch joins CFO Laura Squier at the Creature Comfort Pet Therapy Champagne Brunch to celebrate Laura’s appointment to the CCPT Board of Directors.
We partner with both firms as brokerage service and custody platform providers, but don’t see much impact on our clients or business should a merger occur.
Good news! Signet’s strategic partners, TD Ameritrade and Charles Schwab, are eliminating base commissions for exchange-listed stock, ETF, and options trades.
Shawn Hirsch has been a dedicated member of the company since 2013, as a trusted advisor, financial planner, and wealth manager to high-net worth clients.
In the article on how to boost retirement saving by $1,000/yr, Matthew Etter discusses how he advises clients on their financial needs outside of investing.
Matthew Etter discusses how different college majors play a role in a financial career. For example, how history helps explain markets and handle clients.