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Admin28.07.2021

Brock Cooper

In order to be selected as a finalist, advisers had to meet requirements, set by the PLANADVISER editorial and judging team; nominees must: have a majority of their business revenue derived from employer-sponsored retirement plans; serve as a fiduciary to client plans; show a commitment to fee-based compensation; and use replacement rate or outcome-based metrics of plans with clients, among other benchmarks.
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Admin05.08.2021

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Source: NAPA Top DC Advisor Firms, December 2018, as appearing in NAPA Net the Magazine.
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Admin05.07.2021

The Evergreen Hill Group

The rating is not indicative of the Financial Advisor's future performance.
Admin03.09.2021

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org, is based on nominations by the NAPA members.
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Admin24.06.2021

Brock Cooper

Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice.
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Admin02.08.2021

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Sharon has been a dedicated Zonta Club of Flint volunteer since 2006, having served in numerous capacities, including board member and President.
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Admin11.06.2021

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Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each.
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Admin18.06.2021

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Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
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Admin18.08.2021

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Five Star Professional collected the information for this Award through surveys it conducted.
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