Exciting Award Announcement! Forbes Best-in-State Wealth Advisor!
All of us at Sweet Financial Services and Raymond James are proud to announce that our very own Bryan Sweet has been ranked on the Forbes Best-In-State Wealth Advisors list for the 4th consecutive year in a row! The list recognizes top financial advisors across the U.S.
It is truly an honor to be ranked #5 in the state of Minnesota (the only advisor in the top 10 outside of a metro area to receive this award) and to be among the very best advisors in the industry.
SHOOK Research/Forbes Top Wealth Advisors President and Founder, RJ Shook, commented that their research for the ranking found “the very best advisors are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help them live better lives.”
We here at Sweet Financial Services realize that preparing for your retirement is much more than numbers, it is about creating possibilities for your future. Nothing is more fulfilling than not only helping people retire well, but helping them reach their biggest dreams, every single day.
While wealth management is what we do, inspiring people to realize their dreams are still possible is who we are.
Click the Forbes logo below to see the full list.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Sweet Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC