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Preparing Your Retirement Plan for a Strong Year-End
Retirement Plan Sponsors 08/26/2026
As the fourth quarter approaches, retirement plan sponsors have an important opportunity to evaluate their plan's health and position it for a successful year-end. Taking a proactive approach now can.....
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Iron Capital Advisors, Inc. Founded in 2003, Iron Capital is based in Atlanta and serves individuals..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that David Miller, CLU, ChFC, AIF, has joined APIA. David has provided individuals and businesses in the Houston area..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is pleased to announce that Art Hazen is joining the firm as its Chief Operating Officer. Prior to joining APIA Art built and led Medallion..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Richard Hulquist, CPFA, has joined APIA. Rich brings over 30 years of experience to APIA and will continue leading..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) announced today the addition of Lighthouse Financial. Led by Ken Brackett, Lighthouse Financial brings over 17 years of experience to APIA...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) announced Gary Casciola, AIF, CPFA joined APIA effective as of [April 15, 2023]. Gary Casciola brings over 24 years of experience to APIA. He..