Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
B rian<br />
SPECIAL ADVERTISING SECTION<br />
AKERS FINANCIAL GROUP<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
Innovative, Versatile and Personalized Financial Services<br />
One Client at a Time<br />
• Customized life transition planning services — encompassing all stages of life<br />
• Uniquely personalized approach with ongoing portfolio reviews and communication<br />
• 23 years of financial services industry experience serving the <strong>Baltimore</strong> area<br />
A. Akers founded Akers Financial Group, a provider of customized<br />
investment and wealth management services, with a vision to bring<br />
to his clients the versatility, expertise and personalization for proven<br />
investment success. Brian, along with his team of seasoned professionals,<br />
gives each client personal attention to effectively plan and strategize their<br />
investment with a unique and personalized approach.<br />
Brian and the Akers team pride themselves on building long-term<br />
Left to right: Jeff ery L. Akers, <strong>FIVE</strong> <strong>STAR</strong> <strong>Wealth</strong> Manager Brian A. Akers<br />
Areas of Focus: Financial Planning, Retirement Planning and Rollover, IRA, Roth IRA and 401(k), Portfolio Management, Insurance Services<br />
Designation: CERTIFIED FINANCIAL PLANNER practitioner<br />
escendo Business Services<br />
relationships based upon trust and communication. Their clients’ needs<br />
and interests are their first and foremost concern. Upholding a strong ethical<br />
culture, they incorporate an obligation to develop the best financial plan<br />
possible for a successful, lifelong partnership. As the leading advisor, Brian<br />
is a highly sought after industry speaker on personal investment topics. Visit<br />
us online to learn more about upcoming speaking engagements and to begin<br />
building your portfolio today.<br />
Crescendo Business Servic<br />
3739 Federal Hill Road, Suite 120 • Jarrettsville, MD 21084 | 1301 York Road, Suite 108 Heaver Plaza • Lutherville, MD 21093<br />
Phone : (410) 692-9870 • Toll-free : (866) 643-5377<br />
brian@akersfinancial.com • www.akersfinancial.com<br />
Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd., Suite 150, Alpharetta, GA 30022,<br />
(678) 356-1100. Akers Financial Group, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.<br />
Crescendo Business Se<br />
www.fivestarprofessional.com FEBRUARY <strong>2011</strong> / baltimoremagazine.net / FS-11<br />
scendo Business<br />
ndo Busin<br />
Bu
Change language