Mployer independently rates each insurance advisor using a proprietary score called an “M Score”.
An advisor cannot pay to influence their score.
Showing 1 - 12 of 138 results
Altium Wealth Management, based in Purchase, NY, is a prominent local investment advisory firm serving a diverse client base. With over 480 individual clients and a staggering $2,9...
Saxon Woods Advisors LLC, a small investment advisory firm headquartered in Purchase, NY, is dedicated to providing exceptional financial services to its clients. With one office l...
Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the fi...
Federmann Financial Advisors Inc. is a small investment advisory firm based out of Rocky Point, NY. With 4 dedicated employees, including Robert Kleinman, Anthony Visintin, and Lis...
People's United Advisors, Inc., based out of Bridgeport, CT, is a prominent regional investment advisory firm. With a portfolio of over 1,130 individual clients, they oversee an im...
Seacrest Wealth Management, LLC, a regional investment advisory firm headquartered in Purchase, NY, boasts a team of 51 dedicated professionals. Of these employees, 43 specialize i...
MJP Wealth Advisors, a prominent local investment advisory firm headquartered in Farmington, CT, boasts an impressive track record in managing clients' financial portfolios. With o...
Wright Investors Service Inc, a reputable investment advisory firm headquartered in Shelton, CT, boasts an impressive track record in managing assets for over 60 discerning individ...
Hammond Iles Wealth Advisors, based out of Wethersfield, CT, is a highly reputable local investment advisory firm with four well-established offices. With a dedicated team of 11 ex...
Wooster Corthell Wealth Management, Inc., a small investment advisory firm based in Glastonbury, CT, is dedicated to providing comprehensive wealth management services. With a tota...
The Wealth Alliance, LLC, a prominent investment advisory firm based in Melville, NY, boasts a portfolio of over 620 individual clients and manages an impressive $1,476,685,000 in ...
Infinex Investments, Inc. is a highly reputable regional investment advisory firm based in Meriden, CT, specializing in managing assets for individual and corporate clients. With o...