|
News Articles and Press Releases
(view current news)
NEWS - Accomplishments of 2008
January 13, 2009
The Strebel Planning Group reached many new highs in 2008, in addition to experiencing the most challenging times in the financial services in the history of our firm.
Accomplishments include a significant increase in client numbers, both in the tax and financial planning departments. The vast majority of these came from client referrals. We hired 2 new employees and 3 seasonal employees for tax preparation, bringing us to a new high in personnel count.
In spite of the extremely volatile financial markets, we plan to maintain this level of staffing during 2009. We are also expanding our asset management options in 2009, including retirement account allocation and rebalancing services for our clients employed in or retired from higher education.
(view current news)
|
Strebel Event Listings
|
