JEFFREY HENDEL OF HENDEL WEALTH MANAGEMENT GROUP NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
[Smithtown, NY] – Jeffrey Hendel, President & CEO, Hendel Wealth Management Group & Senior Financial Advisor, RJFS, located at 95 Smithtown Blvd in Smithtown, NY, was among the Raymond James-affiliated advisors named to the 2024 Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional, and independent firms, was released online on April 3, 2024.
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 on the period from 6/30/2022 to 6/30/2023.
Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those who encompass best practices in their practices and approach to working with clients.
Hendel, who joined Raymond James in 2019, has more than 26 years of experience in the financial industry. Hendel Wealth Management Group offers services in the areas of Investments, Retirement Planning Strategies, Retirement Income Strategies, Insurance, Saving for Education, Wealth Preservation Strategies, Retirement Plan Distribution, Estate Planning Strategies, Business Retirement Plans, and Tax Planning Strategies.
To reach Hendel Wealth Management Group, visit www.hendelwmg.comor call 631.239.3000.
2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.