Fairmont, MN – Bryan J. Sweet, ChFC®, Founder and CEO of Sweet Financial Services has been named to the 2020 edition of the Forbes list of Best-In-State Wealth Advisors for the 3rd consecutive year in a row. The list recognizes top financial advisors across the U.S. (Note: Our very own Bryan J. Sweet, ChFC®, of Sweet Financial Services was the only advisor outside of the metro area to receive this recognition!)
This year’s Best-In-State Wealth Advisors list spotlights over 4,000 top-performing advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. 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.
Since the start of his financial services career in 1979, Bryan has specialized in helping individuals accumulate and preserve wealth for retirement and beyond.
We 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 possible is who we are.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s 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.