Four Financial Planners Recognized in The 2024 Forbes/SHOOK Best-In-State List

We are pleased to announce that four of our financial planners have been recognized by Forbes and SHOOK Research in the 2024 Best-In-State Financial Security Professionals list for Massachusetts. Congratulations to Gregg Miles, CFP®, Matt Clayson, Justin Hayward, and Stephen Johnson, CFP®, CLU®, CLTC on this well-deserved honor.

This ranking reflects a rigorous evaluation process that considers both quantitative performance and qualitative factors such as client retention, compliance records, and ethical commitment. Gregg, Matt, Justin, and Stephen’s thoughtful approach and unwavering support for clients have earned them this meaningful recognition.