What We Do
Who We Are
News
Let's Talk

News

VIEW BY:
View By
VIEW BY:
Press Release
Articles
Education
Events
Video
Newsletters
September 10, 2021
Lockton Affinity Acquires Freedom Partners
May 11, 2021
Guardian Financial Partners Adds Experienced Financial Advisor Daniel Cucuiat
February 09, 2021
Lockton Affinity Acquires The BluePrint Insurance Services
October 07, 2020
The BluePrint Insurance Services Continues Growth by Adding Experienced Industry Professional Wes Barton
March 10, 2020
Guardian Financial Partners Exceeds $600 Million in Assets Under Management
January 08, 2020
The BluePrint Insurance Services Continues Growth by Adding Experienced Wholesaler Jordan Wallens MBA, AIF®
November 20, 2019
Cypress Wealth Services Exceeds $1 Billion in Assets Under Management
September 27, 2019
Cypress Wealth Services Continues Growth by Adding Experienced Advisor Carol E. York, CFP® to the Firm
May 23, 2019
Helping Financial Advisors
January 18, 2019
Cypress Wealth Services Continues Growth by Adding Experienced Advisor Greg Frech, CRPC® to the Firm
January 18, 2019
Cypress Wealth Services Continues Growth by Opening Tustin Office and Brad Arave, CFP®
October 25, 2018
The BluePrint Insurance Services Continues Growth by Adding Experienced Wholesaler Ezra Hartsfield
October 25, 2018
Cypress Wealth Services Continues Growth by Adding Experienced Financial Advisor Christopher Rick
May 07, 2018
Cypress Wealth Services Continues Growth by Adding Praxis Wealth Management to the Firm
March 14, 2018
Considering Independence? A Must Read Q/A with Matt Meyer
February 19, 2018
Considering Independence? A Must Read Q/A with Ross Biesinger
December 13, 2017
Considering Independence? A Must Read Q/A with Erik Mora
November 13, 2017
Considering Independence? A Must Read Q/A with Marc Koven
October 17, 2017
Considering Independence? A Must Read Q/A with Ryan Delaney
September 25, 2017
The 31 Flavors of Independence
September 18, 2017
Who is Freedom Partners?
November 12, 2016
The Misconceptions of Independence- Volume 7
October 12, 2016
The Misconceptions of Independence- Volume 6
September 12, 2016
The Misconceptions of Independence- Volume 5
August 11, 2016
The Misconceptions of Independence- Volume 4
July 11, 2016
The Misconceptions of Independence- Volume 3
June 11, 2016
The Misconceptions of Independence- Volume 2
May 11, 2016
The Misconceptions of Independence- Volume 1
LOAD MORE
What We Do
Who We Are
News
Contact Us
Disclosures
Privacy Policy

Powered by Lockton Affinity, LLC.