FOR IMMEDIATE RELEASE
BOSTON — March 1, 2018 — Marc Freedman, President and CEO of Freedman Financial was ranked on Forbes Best-In-State Wealth Advisors list for 2018. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
“If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone we are thinking to ourselves ‘is this someone we would recommend to a friend or family member?” says R.J. Shook, president of SHOOK Research.
“I am grateful and honored to be included in the Forbes Best-In-State Wealth Advisors list for 2018. The criteria for this recognition is especially rewarding as it speaks to the tradition that is Freedman Financial, a tradition that has stood for almost fifty years,” Marc Freedman points out. “We take great pride in our personal, transparent and approachable nature both online and off line. It’s about giving Financial Advice in a Language You Can UnderstandTM.”
The full list can be found on Forbes.com.
About Freedman Financial
Freedman Financial is a second generation financial advisory and investment management organization serving families whose roots hail from Massachusetts’ North Shore. For fifty years Freedman Financial has been a mainstay and community leader whose presence has been felt in living rooms to boardrooms. Visit FreedmanFinancial.com to learn more.
About Forbes Media
Forbes Media is a global media, branding and technology company, with a focus on news and information about business, investing, technology, entrepreneurship, leadership and affluent lifestyles. The company publishes Forbes and Forbes Asia magazines, as well as Forbes.com. The Forbes brand today reaches more than 117 million people worldwide with its business message each month through its magazines and 40 licensed local editions covering more than 70 countries, Forbes.com, TV, conferences, research, social and mobile platforms. Forbes Media’s brand extensions include conferences, real estate, education, financial services and technology license agreements. For the latest in financial news and information, visit https://www.forbes.com.
Award Criteria
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
About SHOOK Research
SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right Financial Advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
SHOOK is not a “robo-ranker”—numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative. SHOOK Research is the only rating firm that interviews advisors via telephone and in person at advisor’s location. Visit http://www.shookresearch.com/ for more information.
About LPL Financial
About LPL Financial LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com/NASDAQ: LPLA.
Investment advice offered through Freedman Financial, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC.
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