Falbaum Crowley Investment Group

Forbes.com (Sept. 2017). America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award. For the full methodology that Forbes developed in partnership with SHOOK Research visit <a href="https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?ss=next-gen-advisors#623f5d446e68">https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?ss=next-gen-advisors#623f5d446e68</a>

Source: Forbes.com (June, 2019). Data provided by SHOOKTM Research, LLC. Data as of 3/31/19. America’s Next Generation ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Strengthening your financial security

Welcome to our website!

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

Proud to work with nationally recognized teammates

What's next?

It's all about staying connected

Meet the team

Bulletin Board