2023 Forbes Best-In-State Wealth Advisor
We are excited to announce that James M. Marino has received the Forbes 2023 Best-in-State Wealth Advisor award for the fifth consecutive year.
The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.