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The Financial Quarterback ™
100 E. Sybelia Avenue, Ste.110
Maitland, Florida 32751

Phone: 407.622.6669
     Fax: 407.599.9243

In The News

Awards


Articles

In The News

Awards - Orlando Sentinel Central Florida Business

  • March 13-19, 2006
    Richard E. Reyes, CFP was named one of America’s Best Financial Planers for 2005-2006 by the Washington, D.C. based Consumer Research Council of America.

  • March 5, 2007
    Consumer Research Council of America of America, an independent Washington D.C. research company, has named Certified Financial Planner, Richard E. Reyes of Wealth and Business Planning Group, LLC, The Financial Quarterback, in Maitland, one of “Americas Top Financial Planners for 2006-2007. The planners were chosen based on expertise, tact, ad sense of service.

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Articles

Senior Market Advisor

  • September 2006 – “Look to the Sky for this Maverick”
    view article

Broker Agent Magazine Greater Orlando Edition

Seminole Success Magazine

  • July/August 2007 – “Retirement Planning – Two local money experts have some tips to help with saving for the future”
    view article

  • September/October 2006- “Small Business – The Financial Quarterback”
    view article

Orlando Business Journal

  • October 12-18 2007 - Wealth Management Section - Trends
    Tiffany Beck – Contributing Writer: What’s the biggest investment mistake people make?

    Richard E. Reyes – President, The Financial Quarterback
    “The ‘Free lunch’ theory. Deep in the psyche of the investing community is an assumption that there is a method where investors should be able to experience all the gain with none of the pain.”

Executive Living – Central Florida’s Lifestyle Magazine

  • October/November 2007- "Getting a Kick out of Soccer" Coaching helps Richard Reyes score some family time.
    view article

Growing Wealth

  • February 2008 - "Emotions Can Take You for a Ride" Get off the financial roller coaster.
    view article

Wall Street Journal

  • March 2008 - "Planning For The Long Term" - Health Care Is Often Overlooked
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CFO

  • April 2008 - "The Loan Danger" - Borrowing from 401(k) accounts can be a bad deal all around.
    view article

City Magazine

  • May-June 2009 - "Exit Interview" - Richard Reyes
    view article

Kennedy's Magazine

  • February 2009 - "What Makes a Club? Its Members!" Members Feature
    view article

In The News



WOFL 35 Fox Orlando - "Fed Cuts Rates"

WOFL 35 Fox Orlando - "Stimulus Checks "

WOFL 35 Fox Orlando - "The Financial Quaterback "

WOFL 35 Fox Orlando - "Financial Resolutions For 2009"

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CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), and the CFP symbol () are marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP(TM) Board's initial and ongoing certification requirements.

Disclaimer: Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Securities offered through Calton and Associates, Inc., a Registered Broker/Dealer. Member FINRA / SIPC.Wealth and Business Planning Group, LLC (The Financial Quarterback ™) is independent of Calton and Associates, Inc. Depending on your state of residence, Wealth and Business Planning Group, LLC (The Financial Quarterback™) may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.