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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 09, 2005 at 08:00 PM
Felten & Associates is opening offices in Stuart, Fla., and Woodstock, Vt., to improve service to affluent clients.[@@]
Felten has been doing business in Vero Beach, Fla., a city on Florida’s “Treasure Coast,” for 52 years.
The firm is adding an office in Stuart, a city between Vero Beach and Palm Beach, because of strong demand for financial services in that community, and the firm is opening an office in Vermont to help the many Treasure Coast retirees who spend their summers up north, according to Ken Felten, the firm’s owner.
In related news, the firm has promoted Jean Staniewicz to chief operating officer, and it has hired 3 other employees to help run the Stuart and Vero Beach offices.
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