Published Research

Region: Southeast U.S.

Publication: Forbes

Date Published: September 2008

The companies selected exceed the following criteria:

• Exceptional Client Service
• Investment, Tax and Estate Advisory Services Offered
• 98% or Higher Client Retention Rate
• Advanced Certifications Held
• 50:1 Client to Staff Ratio or Better
• 20+ Years of Industry Experience
• Signed Fiduciary Oath
• No Outstanding Lawsuits or Grievances

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