Porte Brown Wealth Management
Porte Brown Receives Open Systems Partner Achievement Award
Minneapolis, Minnesota, May 2018 — Porte Brown LLC received an Open Systems Partner Achievement Award during the 2018 Open Systems Partner Symposium on May 16. Open Systems recognized its top partners for outstanding performance and commitment to their clients during a ceremony at the Mystic Lake Center and Casino Hotel in Prior Lake, MN.
(From Left to Right — Carolyn Grady, Lillian Aaron, Kathy O'Conner, Christine Menge)
The Partner Symposium is a fun, three-day event full of information sessions, training, demonstrations, one-on-one help in the lab, and great opportunities to meet other Open Systems clients using the OSAS and TRAVERSE product lines. The conference is designed to better the efficiency of companies through teaching, networking, and collaboration.
About Porte Brown
Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. For more than 70 years, Porte Brown has focused on providing the highest level of service to individuals, businesses and organizations throughout the region. In addition to the traditional accounting services such as tax planning and preparation, audit, business valuations, and retirement plan administration. Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments. Wealth management services provided by Porte Brown Wealth Management LLC.*
Porte Brown serves accounting and consulting clients from offices in Illinois, Indiana, and Texas. For more information, visit www.portebrown.com or call 847-956-1040.
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
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*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.