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  • Home
  • About Us
    • History
    • Key Differentiators
    • Leadership Team
  • Data Solutions
    • Insurance Agencies
    • Insurance Agents
    • Broker Dealers
    • Registered Representatives
    • RIA / IAR'S
  • Products & Services
  • Contact
  • Announcements
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FOR MORE ON THE RANKINGS:


Here’s how we determine the FA 100 rankings for 2021
​
Meet the financial advisor ranked No. 1 by CNBC

CNBC ranks the top-rated financial advisory firms of 2021
CNBC recognizes advisory firms that help clients navigate their financial lives
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​Because my feet don't need to touch the ground...

I am proud to have been chosen as part of the Expect Miracles Team to run the 2020 Boston Marathon, raising donations for ​cancer research (50% to Memorial Sloan Kettering) and funding those in need (50% to the Samfund). Although the Marathon has been cancelled, donations are needed even more now than ever to assist those in need that are fighting this disease.  Please consider donating by clicking the link below.
Read More Here
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ANNOUNCES THE CNBC FA 100

List Celebrates Firms Uncovering New Ways to Help Clients Navigate Complex Financial Lives
Clink the link below to see an interview with the number one firm
Click here
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