Features October 2018

John Bax – OneSource Virtual

Est. reading time: 5 mins

A foreman in a solar panel manufacturing plant opens his banking app. This week’s paycheck is in there, right on time. After months of uncertainty, a single mom shuffles the day’s mail to find a desperately needed child-support payment. A laid-off flight attendant rests a little easier knowing tomorrow’s appointment with the doctor will be […]

GYL Financial Synergies

Est. reading time: 5 mins

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Genesis Capital Group

Est. reading time: 6 mins

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services

Est. reading time: 4 mins

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]

Kathleen Martinez – BP

Est. reading time: 5 mins

If she could turn back the clock to her schoolgirl years, Kathleen Martinez might well immerse herself in the STEM curriculum that she so encourages today’s young people to consider, especially those who have been bypassed by the science-technology-engineering-math professions. But when Martinez, the youngest of 14 children born to a loving family in Laredo, […]

Bargmann Hendrie + Archetype Inc.

Est. reading time: 4 mins

If there were any dissent from the rest of the legal world, it seemed muted in 2016, when the Boston Business Journal stated that the new Goodwin offices may be “the nicest law firm space in the country.” The case seemed closed indeed, for there was much about these offices at 100 Northern Avenue—designed by […]

American Portfolios Financial Services Inc.

Est. reading time: 4 mins

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

Advanced Wealth Management Group

Est. reading time: 4 mins

In the run-up to last Thanksgiving, the several hundred clients of Minneapolis-based Advanced Wealth Management Group (AWMG) got greeting cards from the firm they’ve long entrusted to guide their financial futures and plan their retirements. Only the cards were about more than just the usual good wishes. Recipients were given the choice of designating one […]

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My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

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