AdvisorHub, Advisors to Watch, (2024), based on data submitted by online survey by March 29. Data collected in three main categories: Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. Advisors were ranked solely on their individual assets under management. No compensation was paid to be eligible. Rankings and recognitions are no guarantee of future investment success.
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-In-State Wealth Management Teams (January 2024), Research and ranking provided by SHOOK® Research, LLC – Data as of 3/31/2023. Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes Top Financial Security Professionals list (July 2022,2024). Research and ranking provided by SHOOK® Research, LLC. Based upon data as of December 31st of the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
SERVING YOU AND YOUR FAMILY THROUGH THE GENERATIONS
For more than 30 years, Gould Financial Group has been helping individuals and families bridge their goals to financial peace of mind. As our client, you can count on us to take care of every aspect of your financial wellbeing, and you never have to worry about the details or wonder if you’re on the right track. We believe life is better when you work together, and we’re here to coach you, support you, and guide you on your wealth journey—both now and for generations to come.