Advisor of the Year
Boomer Market Advisor Magazine 2008
Boomers are a suspicious group; they’re skeptical,” Peter Mallouk tells us. “They want to know that they’re working with professionals every step of the way. So when it comes to financial planning, the want CFPs. When we’re drawing up and going over legal documents, they want estate attorneys. When we’re doing their taxes, they want CPAs…
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
For additional important disclosures, please visit: /important-disclosure-information/