News Release: Joel Blum named to the 2025 AdvisorHub Advisor to watch (under $1Bil) list
News ReleaseWestbrook, CT -- July 1st, 2025 Joel E. Blum, CFP®, APMATM, CRPCTM a Private Wealth Advisor with Ameriprise Financial, Inc. in Westbrook, was recognized as one of the top “Advisors to Watch Under $1Bil” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who manage less than one billion in client assets based on their innovation, professionalism, and success in the business. Blum is proud to oversee $360 million in assets for
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Eastern CT SCORE Chapter Launches New Podcast Series
The Eastern CT SCORE Chapter has recently launched a new podcast series featuring local business owners who are sharing their inspirational stories. The focus of these interviews is to provide an opportunity to listeners to hear the individual challenges and triumphs of entrepreneurs. Our most recent interview with Andy Morrison, owner of REAL Custom Training, LLC is a wonderful example of a business owner’s journey that highlights both SCORE mentoring and the importance of Chamber of Commerce
