Author: Muse Marketing + Creative

Potomac Financial Group’s Todd Wike Recognized as an NFL Players Association Registered Financial Advisor

CALVERTON, Md., June 23, 2020 (Newswire.com) – ​​Potomac Financial Group (PFG), a team of financial planning and wealth management advisors, announced today that Todd Wike, Managing Partner, Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional at Raymond James Financial Services has been formally recognized by the National Football…

PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees

Measure designed to deliver immediate support for impacted businesses TULSA, Okla., March 27, 2020 (Newswire.com) – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, announced this week it will be waiving its 60-minute assessment fees associated with implementation projects…

Valliant Wealth Strategies’ Mary Ellen Valliant Named to Forbes’ List of Top Wealth Advisors

CHESTERTOWN, Md., March 4, 2020 (Newswire.com) – ​​​Valliant Wealth Strategies, a premier financial planning and wealth management team with offices in Chestertown and Grasonville, Maryland, announced today that founder and Managing Partner Mary Ellen Valliant was recently named to Forbes Magazine’s 2020 list of America’s Best-in-State Wealth…

For a 3rd Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors

HEATHROW and MERRITT ISLAND, Fla., February 18, 2020 (Newswire.com) – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s…