A financial advisor can help you create a strategic plan for managing your money. Part of that plan might include buying insurance, something that an insurance agent can also help with. When working with a financial advisor vs. insurance agent, it’s important to know how their services differ and what […]
Advisor
President Chason Ishii talks about new cloud-based services, recruiting and retaining employees, and the expensive challenges of climate change. Photo: courtesy of David Croxford What are Atlas Insurance’s biggest goals for the next six to twelve months? Since the pandemic began, customer demands have increased. They want more than just […]
George S. Farra (far left), co-founder and principal of Woodley Farra, and the team at Indianapolis-based financial advisory firm, which comes in at No. 1 on the CNBC FA 100 list for 2022. Portfolio manager George S. Farra is good at remembering his mistakes. More than a decade ago, he […]