Posts Categorized: Financial Services

Michelle L Marquez Sowing Financial Literacy With LAC Employees

Posted filed under Financial Services.

Featured as a three part series, LAFACE (Los Angeles Filipino American City Employees) hosted and inaugurated its Program’s first workshop on June 15, 2019 with ebullient Michelle Marquez, a Raymond James Financial Advisor based in nearby Pasadena.  SIPA (Search to Involve Pilipino Americans) organized the event and strategically selected their featured speaker.  Meeting with the… Read more »

Independent Insurance Agent wants to team up with pastors and community organizations to help their members create legacies by getting life insurance – LaKisha Nevels

Posted filed under Financial Services.

LaKisha Nevels, an independent insurance agent, currently licensed in the state of Ohio, Maryland, and Virginia, looks to team up with pastors and community organizations, in hopes to get members prepared for the toughest event in life, which is death. Her mission to get individuals covered with life insurance started when she received two Facebook… Read more »

Sunset Equity is an Asset Based or Hard Money Lender That Lends on Real Estate Investments

Posted filed under Financial Services.

Sunset Equity Group serves people looking for funding needed to close hard money transactions. Specifically, Sunset is working as a direct hard money lender for people who are investing in single-family investment properties. The team recognizes the value that many investment homes have and is looking to help people find outstanding loan solutions that they… Read more »

CBXmarket Named as Finalist for 2019 WealthManagement.com Industry Awards

Posted filed under Financial Services.

CBXmarket is pleased to announce being named a finalist for the 2019 WealthManagement.com Industry Awards. The company was shortlisted among six finalists for the Technology Providers: Innovation Platform category, which “celebrates the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success,” according to WealthManagement.com. The nomination process recognized enhancements deployed… Read more »