
We’re proud to announce that Daniel Boland has been recognized among the Forbes Best-In-State Wealth Advisors* for the years 2021, 2020, and 2019. We are grateful to Daniel for his hard work and dedication to our team’s clients.
*2021 Forbes Best-in-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source: Forbes.com).
*2020 Forbes Best-in-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18-6/30/19 (Source: Forbes.com).
*2019 Forbes Best-in-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17-6/30/18 (Source: Forbes.com).
