A recent study published by J.D. Power & Associates reveals that people are no longer measuring how well
their money is managed merely by how well their investments perform. In fact, the study finds that there are two factors beyond performance that separate the truly exceptional firms from the rest of the pack: the person whom investors
credit for their investment performance and the relationship investors have with their advisor.
In the following section, learn what differentiates the leading financial advisors across the North Shore: those to whom investment performance is as important as their relationship with their clients, and ultimately find an advisor who is a good fit for your money needs.