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Jimzara.com

  • Kevin Dooley Named a Best-In-State Wealth Advisor by Forbes
  • Honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research. Forbes receives more than 30,000 applicants for this annual ranking, and only a small percentage are named among the best wealth advisors in their state
  • May 25, 2022
  • Jim Zara Named a Best-In-State Wealth Advisor by Forbes
  • The prestigious list Ė comprised of high-performing financial services professionals Ė is based on a variety of factors including revenue produced, assets under management, compliance records and industry experience, among others.
  • May 19, 2022
  • Ashley Knox Awarded Pacesetter Honor by Northwestern Mutual
  • Pacesetter honors financial advisors who set 40 clients on the path to achieving financial security during their first six months in the business through the issuance of life, disability and long term care insurance policies.
  • April 05, 2022