Tag Archives: Finance

  1. CHARLES D. VERCELLONE, ChFC EARNS ACCREDITED INVESTMENT FIDUCIARY® DESIGNATION FROM Fi360

    Charles D. Vercellone has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation. He concentrates on retirement planning and investment management for individuals. Read the rest of this entry »

  2. New Residential Investment Corp. Completes Previously Announced Acquisition of Caliber Home Loans Inc.

    This moment is a celebration of the hard work and dedication of Caliber Home Loans and Newrez LLC. We’re thrilled to combine our platforms with an industry leader and continue to help our customers achieve their dreams of homeownership. Read the rest of this entry »

  3. HallPerks Partners – Updates!

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  4. MassMutual Great Lakes and First Independence Bank Announce Strategic Alliance Expanding Insurance and Investment Access

    • First Independence Bank clients will have access to a full line of insurance and investment products and services, through a dedicated team of MassMutual Great Lakes financial professionals
    • An in-branch advisor will be located at the bank’s 7 Mile location in Detroit

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  5. ERC and PPP Information from ConnectPay

    Below are links to ConnectPay’s ERC and PPP resources. We hope you find this information beneficial! Read the rest of this entry »

  6. Jill Gleba Featured in North Troy Living Magazine

    Jill Gleba – owner of Gleba & Associates is the Feature Family for the March issue of North Troy Living. The story showcases her background story and affiliation to the local Troy Business Community. Jill and her company have been very active within the Troy Chamber of Commerce and several Non-Profits. Read the rest of this entry »

  7. REHMANN WINS CLEARLYRATED’S 2021 BEST OF ACCOUNTING DIAMOND AWARD FOR SERVICE EXCELLENCE

    REHMANN WINS CLEARLYRATED’S 2021 BEST OF ACCOUNTING DIAMOND AWARD FOR SERVICE EXCELLENCE

    Award recognizes those who have won the Best of Accounting Award for at least five years in a row Read the rest of this entry »

  8. Rehmann Nominated in Troy Chamber’s Business Excellence Awards, Voting Now Open

    TROY, Mich., – Rehmann, a fully integrated financial services and advisory firm, has been nominated by the Troy Chamber of Commerce for its Inspiring Tomorrow Award.

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  9. Rehmann Announces 19 Promotions in Southeast Michigan

    TROY, Mich.,  – Rehmann, a fully integrated financial services and advisory firm, has announced it is celebrating the promotion of 19 associates throughout Southeast Michigan. Among them, four associates have been promoted to Principal positions.

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  10. Marsh & McLennan Agency Welcomes Tyrone Jordan as Vice President, Health & Benefits

    Troy, Michigan – October 7, 2020 – Marsh & McLennan Agency LLC (MMA) recently welcomed Tyrone Jordan as a vice president with the health and benefits practice in Troy, Mich. An established group benefits professional, Jordan has developed an expertise helping public sector and non-profit entities meet their fiscal management targets.

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