Press

Kulig Financial Advisors Quoted on onWallStreet.com, Bloomberg Business Online and NASDAQ Online

We were pleased to be quoted recently in an article on how hard it can be for clients to change financial advisors. We have been fortunate to gain the trust of many clients who were looking to change advisors and make sure they were getting a fair shake.… Read More »Kulig Financial Advisors Quoted on onWallStreet.com, Bloomberg Business Online and NASDAQ Online

Kulig Financial Advisors Featured in Financial Advisors IQ

We were pleased to recently be featured in Financial Advisors IQ, an on-line service provided by the Financial Times for advisors. For the article, please see https://financialadvisoriq.com/c/1221023/135053. Financial Advisor IQ (FA-IQ) is a member of the Financial Times family of news services covering the investment management industry, including sister… Read More »Kulig Financial Advisors Featured in Financial Advisors IQ

Working for You: Sheryl Garrett, Founder of Garrett Planning Network, Quoted by President Obama

I am often reminded of why I joined the Garrett Planning Network. So often Garrett staff finds a way to support its advisors, and Sheryl has worked tirelessly over many years to promote the concept that financial advice should be accessible, in the best interests of clients, and… Read More »Working for You: Sheryl Garrett, Founder of Garrett Planning Network, Quoted by President Obama

Nola Kulig, CFA, CFP® accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)

Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners Nola Kulig of Kulig Financial Advisors in Longmeadow, MA has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kulig becomes affiliated with an organization of more than 2,400 of the most-qualified… Read More »Nola Kulig, CFA, CFP® accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)

Garrett Planning Network News

Sheryl Garrett and the Network have figured in the news a lot lately. Here is a sampling of the latest; Sheryl Garrett and the Network featured in Forbes Magazine: http://www.forbes.com/sites/baldwin/2013/09/04/financial-advice-that-will-save-you-50000/ Also in Reuters on the impact on the middle class of how they to pay for financial services:… Read More »Garrett Planning Network News

Sheryl Garrett Named one of 30 Most Influential People in NAPFA’s 30-Year History

All of us in the Garrett Planning Network were very pleased at this announcement:  Sheryl Garrett was named one of the industry’s 30 most influential people in the industry by the National Association of Personal Financial Advisors (NAPFA). Sheryl, of course, founded our network and makes our work… Read More »Sheryl Garrett Named one of 30 Most Influential People in NAPFA’s 30-Year History

Kulig Financial Advisors Mentioned in Wall Street Journal

Kulig Financial Advisors was mentioned in an article in the Wall Street Journal by Veronica Dagher on the topic of mutual funds closing their doors to investors (you may need to copy this into your browser): http://online.wsj.com/article/SB10001424127887323869604578368263000377502.html?KEYWORDS=veronica+dagher This provides me an opening to briefly comment on the types… Read More »Kulig Financial Advisors Mentioned in Wall Street Journal