Tag: Business
Click n’ Close Announces One-Time Close Program to Address Home Buyer Challenges in Rural America | National News
ADDISON, Texas, March 14, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, announced its latest mortgage product, One-Time Close (OTC) loan programs for government-insured mortgage products. This product is designed to aid homebuyers in rural America with down payment assistance, with availability in select markets.
Strategic Response Systems Rebrands as Stratify IT: Empowering Businesses for Over 20 Years | National News
NEW YORK, N.Y., March 14, 2024 (SEND2PRESS NEWSWIRE) -- After over two decades of leading the industry with exceptional Managed IT, Cybersecurity, and GRC (Governance, Risk Management, and Compliance) services, Strategic Response Systems proudly announces its transformation into Stratify IT. This significant rebranding initiative reflects our commitment to continuously evolving and providing strategic technology solutions that empower businesses to excel in an ever-evolving digital landscape.
Tax attorney to millionaires, Allie Petrova, warns about new IRS tactics against taxpayers | National News
GREENSBORO, N.C., March 12, 2024 (SEND2PRESS NEWSWIRE) -- It is official now: The Internal Revenue Service is going after high-income taxpayers who need to be filing returns, reporting income, and coming to terms with overdue taxes, penalties, and interest, cautions renowned tax attorney and national speaker Allie Petrova, founder of Petrova Law PLLC, a premier tax resolution law firm.
Spring Buying Season Kicks Off With an Uptick in Purchase Applications Despite Climbing Interest Rates | National News
PLANO, Texas, March 11, 2024 (SEND2PRESS NEWSWIRE) -- Today, Optimal Blue released its February 2024 Originations Market Monitor report, which reveals that the spring homebuying season has kicked off with a jump in monthly purchase mortgage locks. The seasonal spike in purchase locks propelled a net increase in origination activity, even as higher interest rates led to steep declines in mortgage refinances.
Floify introduces flexible pricing with the introduction of Lender Edition | National News
BOULDER, Colo., March 11, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS), today announced the launch of Lender Edition, a newly badged version of the popular mortgage point-of-sale that introduces a flexible per-loan pricing option for mortgage lenders. Floify Lender Edition is the counterpart to Broker Edition, a one-stop lending platform configured for the needs of mortgage brokers that was introduced in December 2023.
Small Business Expo D.C. – You’re Invited: Earn Chances To Win A Free iPad From Teal | National News
WASHINGTON, D.C., March 7, 2024 (SEND2PRESS NEWSWIRE) -- Teal, a managed service provider for organizations that value responsive support and cybersecurity, invites business leaders to visit their booth at the Small Business Expo for three chances to win an iPad on April 4, 2024. Additionally, Teal staff will hand out free resources to help professionals improve their IT strategies.
‘Devolution of Power’ Confronts the question – If the Federal Government Cannot Unite the U.S., How Does the Nation Divide? |...
GREAT FALLS, Va., March 7, 2024 (SEND2PRESS NEWSWIRE) -- William L. Kovacs, an award winning author, presents "Devolution of Power: Rolling Back the Federal State to Preserve the Republic" (ISBN: 978-1960499790), a roadmap to promote freedom in a polarized nation by unwinding a massive federal government that cannot manage the complexity it has created. Unlike many books on government reform, "Devolution of Power" is not just a list of complaints that leave the reader seeking solutions.
iEmergent brings actionable mortgage market intelligence to credit unions as ACUMA affiliate member | National News
DES MOINES, Iowa, March 7, 2024 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. Since its founding nearly a quarter century ago, iEmergent has worked with credit unions and other lenders to identify missed mortgage opportunities and close gaps in market coverage.
Lending execs share top concerns, priorities in The Mortgage Collaborative’s 2024 Pulse of the Network survey findings | National News
AUSTIN, Texas, March 7, 2024 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced the completion of its "Pulse of the Network" survey for 2024. The full report features lenders' top five critical issues for the year, top 10 goals and anticipated strategies for success.
Stride Autism Centers Hosts Open House in Coralville, Iowa | National News
CORALVILLE, Iowa, March 6, 2024 (SEND2PRESS NEWSWIRE) -- Stride Autism Centers ("Stride") is thrilled to announce the grand opening of its center in Coralville, Iowa. Their mission is clear: to become an integral part of the local community while making a meaningful impact in the lives of preschool children with autism.
Down Payment Resource’s Veronica Khandelwal named to National Mortgage Professional’s 2024 Women of Inspiration list | National News
ATLANTA, Ga., March 6, 2024 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that Vice President, Housing Finance Authority (HFA) Relations, Veronica Khandelwal, has been named to the 2024 Women of Inspiration list by National Mortgage Professional, an American Business Media publication.
Floify’s Sofia Rossato honored with National Mortgage Professional’s 2024 Women of Inspiration award | National News
BOULDER, Colo., March 6, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been recognized as a National Mortgage Professional (NMP) 2024 Woman of Inspiration. The award recognizes women who are trailblazers, visionaries and leaders in the mortgage industry.
LenderLogix Announces POS Integration with Informative Research’s AccountChek to Enhance the Mortgage Borrower Experience | National News
BUFFALO, N.Y., March 5, 2024 (SEND2PRESS NEWSWIRE) -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, announced the integration of AccountChek by Informative Research into its point-of-sale system LiteSpeed. This integration blends AccountChek's pioneering verification technology into LiteSpeed to seamlessly enhance the borrower experience and optimize the loan origination process to ensure a smooth experience for borrowers and users alike.
The Shady Side of Virtue – Japanese Transgressions in Early 20th Century Hawaii | National News
HONOLULU, Hawaii, March 1, 2024 (SEND2PRESS NEWSWIRE) -- Set in the tumultuous world of colonialism, technological revolution and intercultural entanglements in early 1900s, Deuxmers Publishing releases "Miki's Mad" by George Tanabe (ISBN: 978-91944521219). A telling of love, family, pride, and delusions arising from the collisions between perception and misperception, sanity and madness, and virtue and vice.
Click n’ Close Welcomes Polly Cracchiolo as Wholesale Loan Division Expands | National News
ADDISON, Texas, Feb. 26, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Polly Cracchiolo has joined the organization's third-party originator (TPO) sales team as an account executive. In this new role, Cracchiolo will be under Ken Weislak's leadership, the National TPO Business Development Manager at Click n' Close.
Dive into a Healthier Spring: The Philadelphia Protestant Home (PPH) Offers Free Trial of Wellness & Aquatics Center | National News
PHILADELPHIA, Pa., Feb. 22, 2024 (SEND2PRESS NEWSWIRE) -- The Philadelphia Protestant Home (PPH), a fun, diverse and uniquely urban senior living community in Philadelphia, is excited to announce a special promotional offer for its Wellness & Aquatics Center program. During the month of March 2024, new participants 62 and older can enjoy a free trial of the program, letting people experience all of the benefits of both aquatic and traditional exercise while also enjoying a sense of community among peers.
Cottage Cooking Asheville Adds New Classes from the Big Easy | National News
ASHEVILLE, N.C., Feb. 21, 2024 (SEND2PRESS NEWSWIRE) -- Cottage Cooking continues to expand its class repertoire. A recent trip to the great city of New Orleans inspired the owners to add Cajun and Creole classes to their current schedule. While visiting what many refer to as the "Big Easy," Cottage Cooking owners, Liisa Andreassen and John Godts, took a class on local fare to hone their culinary skills; they're happy they did.
Lanphere Auto Group Celebrates its 60th Anniversary | National News
BEAVERTON, Ore., Feb. 20, 2024 (SEND2PRESS NEWSWIRE) -- Lanphere Auto Group and Beaverton Motorcycles announces its 60th anniversary. February 2024, marks 6 decades of exceptional service, growth and community involvement. Established in 1964 by the late Bob Lanphere Sr the journey began with the passion for motorcycles in downtown Beaverton. The motorcycle store has expanded with a vision from a streetwise motorcycle rider, growing up in southeast Portland, to Lanphere Auto Group and Motorcycles, with over 350 employees.
FliFlik Voice Changer is The Ultimate Tool for Real-Time Voice Transformation | National News
NEW YORK, N.Y., Feb. 19, 2024 (SEND2PRESS NEWSWIRE) -- We are excited to introduce FliFlik Voice Changer, a game-changer in voice transformation technology. With its diverse voice filters, extensive soundboard, seamless platform integration, effortless customization, and intuitive keybind controls, this AI voice changer empowers users to unleash their creativity and elevate their entertainment experiences.
ACES Quality Management Releases Call Monitoring Audit Pack to Enhance Mortgage Quality Control and Compliance Programs | National News
DENVER, Colo., Feb. 15, 2024 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its newest product offering, ACES Call Monitoring Audit Pack. The pre-built, configurable Call Monitoring Audit Pack enables lenders and servicers to establish an additional layer of protection quickly and seamlessly within their QC program. ACES Call Monitoring Audit Pack includes custom data fields, ACES managed questionnaires and custom reports configurable to the individual organizations' business needs.
Fluid Metering Announces New Distribution Partnership with Girtec AG | National News
SYOSSET, N.Y., Feb. 15, 2024 (SEND2PRESS NEWSWIRE) -- Fluid Metering Inc. (FMI) is pleased to announce that Switzerland-based Girtec AG was recently appointed a strategic distributor to cover sales of our ultra-precise fluid control metering and dispensing products in Germany, Switzerland, Austria, and Liechtenstein.
Author Neena Paul Inspires Readers to ‘L I V Life In Virtue’ in New Book | National News
TORONTO, Ontario, Feb. 14, 2024 (SEND2PRESS NEWSWIRE) -- Neena Paul, the visionary author and founder of the global mental health and wellness platform LIVE LOVE LIFE, is set to release her transformative book, "L I V Life In Virtue" (ISBN: 978-02288955341; Feb. 2024; Tellwell Publishing). With a compelling philosophy that Creation and the Creator are One, Paul invites readers on a journey to connect with themselves and the world around them.
Optimal Blue Originations Market Monitor: Lock Volume Rises 36% Month Over Month in January, Falling Rates and Slowing Decline in Purchase...
PLANO, Texas, Feb. 12, 2024 (SEND2PRESS NEWSWIRE) -- Today, Optimal Blue announced the release of its Originations Market Monitor report, looking at mortgage origination data through January month-end. Leveraging daily rate lock data from the Optimal Blue PPE - the industry's most widely used product, pricing, and eligibility engine - the Originations Market Monitor provides a comprehensive and timely view into origination activity.
Avenu Insights & Analytics Announces Strategic Acquisition of Judicial Innovations | National News
CENTREVILLE, Va., Feb. 12, 2024 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics ("Avenu"), the global leader in revenue recovery and administrative solutions for state and local governments, is excited to announce its acquisition of Judicial Innovations, a pioneering provider of cloud-based payment and case management solutions. This acquisition marks Avenu's second payment solution acquisition in 2024, underscoring its commitment to investing in government payment technologies and expanding its Justice Solution set including Avenu | Court, Avenu | Jury, and Avenu | Payments.
Matrix Advises on the Sale of Hicks Oils’ Lubricants Business to Schaeffer Manufacturing Company | National News
RICHMOND, Va. and BALTIMORE, Md., Feb. 8, 2024 (SEND2PRESS NEWSWIRE) -- Matrix Capital Markets Group, Inc. ("Matrix"), a leading, independent investment bank, announces that it has advised Hicks Oils & Hicksgas, Incorporated ("Hicks" or the "Company") on the sale of its Hicks Oils lubricants business to Schaeffer Manufacturing Company ("Schaeffer"). Hicks Oils is a premier independent lubricant blending and packaging business in southern Illinois that produces automotive and industrial lubricants.
Rocky Mountain Euro Sport Named CARFAX® Top-Rated Dealer | National News
PARKER, Colo., Feb. 6, 2024 (SEND2PRESS NEWSWIRE) -- It's official - Rocky Mountain Euro Sport in Parker, Colorado has been recently named a CARFAX® Top-Rated Dealer. This is the fifth year CARFAX® is honoring dealerships around the United States for their exceptional customer service with this designation.
SOC 1 and 2 reports confirm the reliability and security of Dovenmuehle’s mortgage subservicing processes | National News
LAKE ZURICH, Ill., Feb. 6, 2024 (SEND2PRESS NEWSWIRE) -- Dovenmuehle Mortgage, Inc., a leading mortgage subservicing company, announced today that Plante Moran, PLLC, a public accounting and business advisory firm, has published the findings of its annual review of Dovenmuehle's subservicing operations via Service Organization Control (SOC) 1® Type 2 and SOC 2® Type 2 reports.
Down Payment Resource CEO Rob Chrane honored as 2024 RISMedia Newsmaker | National News
ATLANTA, Ga., Feb. 6, 2024 (SEND2PRESS NEWSWIRE) -- Down Payment Resource (DPR), the housing industry's leading technology for connecting home buyers with homebuyer assistance programs, today announced that its Founder and CEO Rob Chrane has been named a RISMedia 2024 Real Estate Newsmaker. Newsmakers are recognized for their contributions to the real estate industry and their efforts to positively impact the consumers and communities they serve.
Divergent CRO Announces Launch of New Contract Research Organization | National News
ATLANTA, Ga., Feb. 1, 2024 (SEND2PRESS NEWSWIRE) -- Divergent CRO, a leading provider of clinical services to biotech and device companies, is pleased to announce the official launch of its new Contract Research Organization (CRO). This new venture aims to revolutionize the research and development process by offering comprehensive and tailored clinical services to meet the unique needs of the biotech and device industries.
ACES Quality Management Announces Addition of Fannie Mae Executive Bill Cleary to ACES ENGAGE 2024 Agenda | National News
DENVER, Colo., Feb. 1, 2024 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced Fannie Mae Vice President Bill Cleary will speak at its annual ACES ENGAGE conference, taking place at the Ritz Carlton Dove Mountain hotel in Tucson, Ariz., May 19 - 21, 2024.
BioAustinCTX Adds Cindy WalkerPeach and Ryan Hawkins to the Board of Directors | National News
AUSTIN, Texas, Feb. 1, 2024 (SEND2PRESS NEWSWIRE) -- BioAustinCTX, Central Texas' Life Science industry organization, announced today the appointment of Cindy WalkerPeach, PhD and Ryan Hawkins to its Board of Directors. BioAustinCTX is a nonprofit organization based in Austin, Texas focused on advancing the life science industry in the Central Texas Region.
Simply Celeste’s Unveils ‘A Taste of Luxury’: A Black-Tie Affair, in Phoenix | National News
PHOENIX, Ariz., Jan. 30, 2024 (SEND2PRESS NEWSWIRE) -- Simply Celeste's is proud to present "A Taste of Luxury": A Black Tie Affair in Phoenix, Arizona promising an unparalleled experience in culinary excellence, high-end fashion, craft cocktails, exotic vehicles, and live music. The event will be held March 16, 2024.
Bridgewater Development & Avatar Construction Collaborate to Announce Several New Real Estate Development Investment Opportunities | National News
WATERTOWN, Mass., Jan. 30, 2024 (SEND2PRESS NEWSWIRE) -- Bridgewater Development and Avatar Construction announced today they are seeking investors to partner on several current and future development projects across New England. Bridgewater Development offers a unique opportunity to work with a leader in design build construction and land development.
Unlocking the Future: VOC AI Revolutionizes Customer Experience and Empowers Businesses at CCW Austin 2024 | National News
AUSTIN, Texas, Jan. 29, 2024 (SEND2PRESS NEWSWIRE) -- Silicon Valley-based AI trailblazer, VOC AI, unleashed a wave of innovation at CCW (Customer Contact Week) Austin 2024, January 23 to 25. Renowned for its transformative solutions in the Voice of Customer (VOC) domain, VOC AI is gearing up to redefine customer experiences and empower businesses with cutting-edge AI applications.
Mopec Announces Distribution Partnership with Nano Surgical to Offer Customers the Lumohs Lighted Scalpel Handles | National News
MADISON HEIGHTS, Mich., Jan. 26, 2024 (SEND2PRESS NEWSWIRE) -- Mopec, a leading manufacturer of anatomic pathology products, announced their new distributor partnership with Nano Surgical to become the exclusive master distributor of Lumohs Lighted Scalpel Handles in the pathology and laboratory markets.
Boutique All-inclusive Virginia Wedding Venue Bucks Expensive Trends | National News
WARRENTON, Va., Jan. 25, 2024 (SEND2PRESS NEWSWIRE) -- The average wedding costs about $35,000. And that's just average. That's why more and more couples are turning to smaller, more intimate gatherings like the "Sweet and Simple Weddings" of Ciao Bella Celebrations. Their stress-free, fun and elegant weddings consistently receive five-star reviews on sites such as Trip Advisor, Google and Wedding Wire. Why? Because the owners, Mona and Dan McLinden, are passionate about what they've created.
Click n’ Close Welcomes Sean Drake as it Expands Wholesale Loan Division | National News
ADDISON, Texas, Jan. 25, 2024 (SEND2PRESS NEWSWIRE) -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Sean Drake has joined the organization's third-party originator (TPO) sales team as an account executive.
Floify shares findings from survey of 150 top-producing loan originators | National News
BOULDER, Colo., Jan. 24, 2024 (SEND2PRESS NEWSWIRE) -- Floify, the mortgage industry's leading point-of-sale (POS) solution, commissioned an independent study of 150 high-performing loan originators (LOs) in 2023 to gain recruiting and retention insights. "High-performing" LOs were defined as being in the top 20% of closed loan dollars or volume.
Tenorshare iCareFone iTransGo Updated to Transfer Data from Apple iOS to Android | National News
NEW YORK, N.Y., Jan. 23, 2024 (SEND2PRESS NEWSWIRE) -- After the Samsung Galaxy S24 Ultra launch, there's an increased demand to transfer data from iPhone to Samsung. To address this need, Tenorshare, a top Smartphone Solutions specialist, has just unveiled iTransGo. This cutting-edge software enables a trouble-free phone-to-phone transfer without resetting.
Grand Maison: Your New Home in the Heart of the City is Coming Soon to Downtown Manchester NH | National News
MANCHESTER, N.H., Jan. 23, 2024 (SEND2PRESS NEWSWIRE) -- Avatar Construction of Watertown, MA announced today that construction is ready to commence for Grand Maison, a six-story, 223-unit apartment complex and retail space located at 533 Elm Street. This project, set to open in 2026, will transform the current aging commercial space into a modern living destination for both families and individuals.
Concordia names Porto, Portugal as host city of its 2024 Europe Summit on May 28-29 | National News
PORTO, Portugal, Jan. 18, 2024 (SEND2PRESS NEWSWIRE) -- Concordia has named Porto, Portugal as the host city for its 2024 Europe Summit, taking place May 28-29, 2024. Building on the 2023 Concordia Europe Summit, which took place last June in Madrid, Spain (view the report), Concordia's fourth Europe Summit will bring together 100 decision makers for a set of high-level, interactive, and largely closed-door conversations on key challenges, opportunities, and priorities dominating the European agenda.
Avenu Insights & Analytics Announces the Acquisition of Finvi’s State and Local Government Division | National News
CENTREVILLE, Va., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) -- Avenu Insights & Analytics ("Avenu"), the global leader in revenue recovery and administrative solutions for state and local governments, is proud to announce the acquisition of Finvi's State and Local Government ("Finvi SLG") Division. This strategic move marks a significant expansion of Avenu's offerings and capabilities in serving state and local governments.
accessibleGO Expands and Becomes First One-Stop Shop for Travelers with Disabilities | National News
NEW YORK, N.Y., Jan. 17, 2024 (SEND2PRESS NEWSWIRE) -- accessibleGO, the leading accessible travel platform, today unveiled a series of enhanced products and services to make all aspects of travel more accessible and inclusive for people with disabilities. Now in addition to hotels, customers can book flights, rental cars with hand controls, wheelchair van rentals, mobility rentals, and concierge ride services for wheelchair-accessible vehicles, all in one place. Additional features will be introduced in the coming months.
Karmic Selling: New Bestselling Book Redefines Sales as an Act of Service | National News
CHARLOTTE, N.C., Jan. 16, 2024 (SEND2PRESS NEWSWIRE) -- The Kormac Group, an international management consulting firm, today announced the publication of 'Karmic Selling: Earning Business by Earning Trust' (ISBN: 978-1642258608) in partnership with Advantage Media. In his first book, entrepreneur and Kormac CEO Stan Gwizdak reveals how he's built his career by helping others.
Optimal Blue PPE Now Available in Native Mobile App for Android and iOS, Gives Loan Officers ‘Pricing in Their Pocket’ With...
PLANO, Texas, Jan. 16, 2024 (SEND2PRESS NEWSWIRE) -- Today, Optimal Blue announced releases related to its publicly listed, native mobile app for the Optimal Blue PPE - the industry's most widely used product, pricing, and eligibility engine. The releases consist of a new mobile app for Android, as well as enhancements to the company's mobile offering for iOS.
Optimal Blue Originations Market Monitor: December Brought Significant Growth in Rate/Term Refinance Volume as Falling Rates Created Favorable Tailwinds | National...
PLANO, Texas, Jan. 15, 2024 (SEND2PRESS NEWSWIRE) -- Today, Optimal Blue announced the release of its Originations Market Monitor report, looking at mortgage origination data through December month-end. Leveraging daily rate lock data from the Optimal Blue PPE - the industry's most widely used product, pricing, and eligibility engine - the Originations Market Monitor provides a comprehensive and timely view into origination activity.
IVIONICS Achieves SOC 2, Type I Compliance as a Commitment to Protecting Client Information | National News
HAUPPAUGE, N.Y., Jan. 12, 2024 (SEND2PRESS NEWSWIRE) -- IVIONICS, LLC., an information and technology management firm, announces that it has achieved System and Organizational Controls 2 (SOC 2) Type I Compliance. Headquartered in Hauppauge, New York, with offices in New York City, Newark, Boston, Philadelphia, and Washington. The company serves clients nationwide.
Prince George’s County Public Schools in Maryland Selects Synergy Education Platform | National News
UPPER MARLBORO, Md., Jan. 11, 2024 (SEND2PRESS NEWSWIRE) -- Edupoint® Educational Systems today announced that Prince George's County Public Schools (PGCPS) has selected the company's industry-leading Synergy® Education Platform for its K-12 student information and learning management needs. The district's solution will include Synergy Student Information System (SIS), Synergy Online Registration, Synergy MTSS, and Synergy Analytics, to be hosted in the Synergy AWS Cloud environment.
ImpactAZ 2025 documents economic strides of statewide supplier-diversity accelerator | National News
PHOENIX, Ariz., Jan. 9, 2024 (SEND2PRESS NEWSWIRE) -- Thinkzilla Consulting Group today announced that ImpactAZ 2025, a statewide supplier-diversity accelerator serving black and other minority business owners, has announced the results from its inaugural cohort. Thirty-five participants selected for the accelerator completed the program, with 75% attending all technical assistance programming.
Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list | National News
WARRENVILLE, Ill., Jan. 9, 2024 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.























