We had such a wonderful time showing our clients how much we appreciate them at Winding Trails with great music, food, and so much fun! From the bounce house to the magician, there was something for everyone to enjoy. Our team thanks you for coming out to enjoy the day with us!
We are so proud that Jay Gershman was awarded the Steven L. Coffey Award at this years Securities Service Network conference. This award is presented to an advisor who best demonstrates a commitment to integrity with a stringent focus on personal relationships and community. Congratulations Jay, what an amazing and very well deserved honor!
The team at Retirement Visions is thrilled to share our latest feature from the January issue of Kiplinger's Personal Finance Magazine. Kiplinger's is a world leader in financial trends, news, and features and boasts a readership of over 1.6 million active, engaged investors. Check out their spotlight on Retirement Visions right here and get in touch to schedule your appointment with one of our advisors!
We are excited to announce that Retirement Visions LLC has been named in the Hartford Business Journal's Best of Business awards in the Financial Planning category!
These awards celebrate the business-to-business companies in our region that have been recognized by their peers as the best.
We would also like to congratulate our fellow award winners:
ImageWorks, Whittlesey & Hadley, Cronin & Co., and the Technology Group!
We are proud to announce that on September 15, 2016 Jay Gershman and Jason Hand attended the 2016 Financial Times 401 Celebration Event in NYC where Jay was named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisors!