Awards

We are very proud of the service we provide to our clients and we are honored that through the years we have been recognized for it. Below are some of the latest recognitions that our advisors and firm have received.

Jeff Leventhal honored on Barron’s 2022 Top 1200 list


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Leah Jones ranks on Forbes’ 2022 America's Best Women Wealth Advisors Best-in-State list


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Jeff Leventhal was included on Forbes’ 2021 ranking of America’s Top Wealth Advisors


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