Nola Kulig
Kulig Financial Advisors
Longmeadow, MA, 01116 USA
413-565-2839
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Nola Kulig, CFA, CFP® accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)

June 26th, 2014

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 financial advisors in the nation who deliver objective, Fee-Only advice.

Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are available only to Fee-Only financial advisors who meet NAPFA’s stringent membership qualifications. Those standards require advisors to receive compensation only directly from their clients, to act in clients’ fiduciary interests at all times, and to provide comprehensive planning services. In addition, NAPFA has some of the industry’s most rigorous education and training requirements. NAPFA’s continuing education requirements also exceed those of any other association of financial advisors.
“I congratulate Nola for demonstrating her dedication to provide effective, transparent, client-centered services by upholding the high standards that NAPFA sets for all its members,” said NAPFA Chair Linda Leitz.

Garrett Planning Network Named to Kiplinger’s Best of Everything 2013

December 13th, 2013

I am proud to participate as a fee-only financial planner in the Garrett Planning Network, which was just honored in Kiplinger’s Best of Everything 2013 for Best a la Carte Financial Planning. I concur with their recommendation after being part of the network these last two years. It is a great group of folks working to do the right things for clients.

For the announcement, and to check out Kiplinger’s recommendations on all sorts of things financial which may benefit you, please see http://www.kiplinger.com/article/spending/T050-C000-S002-the-best-of-everything-2013.html?page=4&si=1

Garrett Planning Network News

October 8th, 2013

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: http://www.reuters.com/article/2013/09/19/us-column-miller-fiduciary-idUSBRE98I07V20130919

And last but not least, Sheryl was quoted on portfolio positioning on CNBC.com: http://www.cnbc.com/id/101044439

Investment advisor representative of an investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Kulig Financial Advisors may offer investment advisory services in the state of Massachusetts and other jurisdictions where exempted.