Bernard R. Wolfe & Associates, Inc., announces that Bernard R. Wolfe has been named in the Top 400 Financial Advisors of America. The nomination comes from a special report by Financial Times, a leader in the financial news industry for 125 years. The company used a non-subjective approach to obtaining financial advisor information from the 40 largest U.S. broker-dealers.
“It’s an honor to have made the list of the top 400 financial advisors in the country,” explains Bernard R. Wolfe, a CERTIFIED FINANCIAL PLANNER TM and owner of Bernard R. Wolfe & Associates, Inc., a company that specializes in offering wealth management strategies. “We are doing what we love, and to receive this type of acknowledgement for it is great.”
The Financial Times Top 400 Financial Advisors is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility.
Further, they assessed those financial advisors who had more than 10 years of experience and more than $250 million in assets under management. The list was presented in the magazine on April 11, 2013, and is useful for helping investors to find qualified, top-notch financial advisors in their area, or around the world.
“Our focus has always been on helping each of our clients to the best of our ability,” added Wolfe. “Making a list as prestigious as this one confirms that what we have been doing has been the right thing. It also confirms our dedication to continue doing it.”
Bernard R. Wolfe & Associates, Inc., has provided financial management strategies and investment services since 1981. They assist a wide range of private and corporate clients with everything from retirement and estate planning to investing and divorce planning. To learn more about Bernard R. Wolfe & Associates, Inc., visit the website at www.bernardwolfe.com.