2011-12 Winter Financial Focus Newsletter
2011-2012 Winter Financial Focus
About admin
This author has not written his bio yet.
But we are proud to say that admin contributed 43 entries already.
Entries by admin
2011 Financial Focus Newsletter Download Archive
2011 Fall Financial Focus 2011 Summer Financial Focus 2011 Spring Financial Focus 2010-11 Winter Financial Focus
Don and Michele
Don & Michele have been clients of Bob Walsh’s for over 15 years. The couple met in 1995 while both living in Hoboken, NJ and working in NYC, and married in 1999. Don has worked for Bloomberg, LP since he graduated UVM in 1993. He began his career as a sales representative for the company’s […]
Client S
The turn of the century marked the beginning of my relationship with Robert Walsh and Lighthouse Financial Advisors. For over 12 years Robert has not only been my financial advisor, but also provided guidance with his life planning and coaching skills. Robert has helped me through multiple job changes, layoffs, divorce and relocation to a […]
Scott and Jill
Scott and Jill Glenn have been clients at Lighthouse Financial Advisors since 2005. They enjoy living on the Jersey Shore with their 12 year old son. Glenn & Glenn Productions, located in Central, NJ, is a full service meeting and event production company that focuses on exceptional creative, strong customer focus and a passionate attention […]
The Man From the U.S.M.C. & His Wife of 40 Years
We do not tell anyone that we are financially comfortable, mostly we smile when friends talk about investing; we do offer some advice based on our life experiences. Some folks talk about their broker buying this and selling that. We just feel the only one making money in all those stories is the broker. Most […]
Helen
Helen’s parents Walter and Emilia were both born in Poland in the late 1800’s and later each migrated to America. They met in NJ through common friends and eventually married. In 1921, after World War I and having 3 children, Helen’s parents decided to return to Poland. This was short lived because in 1922 Emilia […]
Robert and Pamela
Robert & Pamela could be classified as a typical/atypical couple who have been long-term New Jersey residents. Bob and Pam have been together some 47 years now, and they are still talking….in fact they’re thoroughly enjoying life and retirement. Perhaps that is due in no small part to their habit of “taking lemons and making […]
2009 Client Party
2009 Client Party Photos
2008 Client Party
2008 Client Party Photos