At Alger Financial we partner with you to take the emotion out of these decisions and provide you with strategies designed to help you accomplish your unique personal and financial goals. Our goal is to help you know precisely where you are on your personalized path; whether you hope to accomplish a secure retirement, educate children or grandchildren, or provide security for your spouse.
We provide professional investment and risk management solutions, but the goals are uniquely yours. As we work together, we will thoroughly explain the recommended strategies, so that you’ll be comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you desire.
Alger Financial serves two distinct sets of clients.
*To honor our existing client relationships while providing you with outstanding service, comprehensive financial planning, and strategic portfolio management, we have established new client minimums of $500,000 in investable assets. This may be waived if your family has an existing relationship with our firm.
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The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
