Recognized Excellence
Jeff Stark was honored as one of Forbes’ Best-In-State Wealth Advisors for 2025. This recognition reflects a commitment to integrity, personalized service, and long-term client success.
Professional Designations
Our team holds some of most respected credentials in the financial industry including:
AIF® - Accredited Investment Fiduciary
CFA® - Chartered Financial Analyst
CFP® - Certified Financial Planner™
These designations represent our dedication to ethical standards, advanced financial expertise, and a fiduciary responsibility to our clients.
The Forbes Top Financial Security Professionals Best-In-State ranking was received by Jeffrey Stark. This ranking was developed by SHOOK Research, was awarded to 1623 of 18,095 financial professionals nominated by their firms and who are licensed to sell life insurance and annuities (among other investment products or services). Ranking is based on various eligibility and quantitative/qualitative elements as of 12/31/24, including: 7+ years industry experience, compliance record, total assets under management and revenue, client retention, scope of services and community involvement. There is no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or future results.
