Posts Categorized: Financial Services

Anita Groves Mortgage Team Shares Their Challenges and Positive Outlook Upon Receiving The 2024 ThreeBestRatedⓇ Award!

Posted filed under Financial Services.

Anita Groves Mortgage Team at Assured Mortgage Services are passionate about finding mortgage solutions to meet every individual’s needs. What does that mean? Whether the goal is home acquisition, refinancing, investment property ventures, consolidating debt or securing construction financing, they find the best solution tailored specifically to the individual, regardless if they have been turned… Read more »

Wellesley Asset Management, Inc., Miller Intermediate Bond Fund (Ticker: MIFIX) Earns 5-Star Overall Morningstar Rating™

Posted filed under Financial Services.

Wellesley Asset Management, Inc announced that the Miller Intermediate Bond Fund I (Ticker: MIFIX) has received a 5-Star Overall Morningstar Rating™ as of December 31, 2023. The Miller Intermediate Bond Fund invests in traditional fixed income as well as other securities with an intermediate duration that Wellesley believes have bond-like characteristics, including convertible bonds. President… Read more »

Larissa Catita Escobar, an expert in the insurance market, assesses the industry’s outlook for 2024

Posted filed under Financial Services.

Larissa Catita Escobar, a prominent figure in the insurance sector, stands out for her extraordinary career and achievements. With extensive experience, she has made significant contributions to the industry, as evidenced by her numerous prestigious awards and recognitions. The insurance market in the United States is one of the largest in the world, leading the industry with high premium volumes and employee numbers, as well as insurance company revenues. Insurance Premiums written in the U.S exceed one trillion U.S.

Citrin Cooperman Makes Strategic Acquisition of MIBAR

Posted filed under Financial Services.

Citrin Cooperman, a leading professional services firm, has announced the successful acquisition of MIBAR, a preeminent business software consulting firm based in New York City. This strategic move marks a significant step forward for Citrin Cooperman in broadening its advisory service offerings and enhancing its position in the market. MIBAR will join Citrin Cooperman with… Read more »