Ciccarelli Advisory Services, Inc. Earns Top Award
Naples, FL, November 14, 2008 --(PR.com)-- Ciccarelli Advisory Services, Inc., is pleased to announce that their firm has been included in the “Top 100 Independent Financial Advisers” in Barron’s Business and Financial Weekly. This is the second year in a row Ciccarelli Advisory Services has achieved this honor.
The top 100 rankings for independent financial advisers in the United States are compiled by R. J. Shook, founder of The Winner’s Circle Organization. The organization’s mission is to promote best practices in the industry and the value of advice to the investing public. The Winner’s Circle’s rankings and research appear in annual feature stories in Barron’s, Research Magazine, Boston Magazine, San Francisco Business Times, Washington CEO, Minneapolis Business Journal, California CEO, and other related publications. Through exhaustive, in-depth studies in the financial services industry, R.J. Shook has developed a unique expertise in identifying success patterns and characteristics of the industry's top performers. Since September 2002, he has published a yearly ranking of the top advisers in America.
“We take pride in being progressive and uniquely customized in our integrated approach to guiding and mentoring our clients and their families. It is a true pleasure and privilege to make a positive difference in the lives of those we serve,” says President and CEO, Kim Ciccarelli Kantor.
Kim expressed her honor and appreciation for this award by issuing the following statement: “I would like to thank Paul F. Ciccarelli, Jill Ciccarelli Rapps, Anthony J. Curatolo, Lynn A. Ferraina in Naples; David Struble and Louise Struble in Bonita; and Raymond F. Ciccarelli, Carol L. Girvin, and David S. Peartree in Rochester, NY for helping us achieve such distinction in the industry and maintaining high standards of service to our clients.”
Ciccarelli Advisory Services is celebrating 25 years in business in the Naples community. The firm was founded on the premise that its recommendations to clients are based on their needs, placing family values as a top priority. The firm provides comprehensive financial planning services including financial management, tax planning, estate solutions, long-term care solutions, portfolio design and monitoring, family meetings, and education. Ciccarelli Advisory Services is a family-owned comprehensive financial planning firm with offices in Naples, Bonita Springs, and Rochester, NY.
For more information about this award or Ciccarelli Advisory Services, Inc., please call 239-262-6577, email ciccarelli@cas-naplesfl.com, or visit www.CASMoneyMatters.com
Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
###
The top 100 rankings for independent financial advisers in the United States are compiled by R. J. Shook, founder of The Winner’s Circle Organization. The organization’s mission is to promote best practices in the industry and the value of advice to the investing public. The Winner’s Circle’s rankings and research appear in annual feature stories in Barron’s, Research Magazine, Boston Magazine, San Francisco Business Times, Washington CEO, Minneapolis Business Journal, California CEO, and other related publications. Through exhaustive, in-depth studies in the financial services industry, R.J. Shook has developed a unique expertise in identifying success patterns and characteristics of the industry's top performers. Since September 2002, he has published a yearly ranking of the top advisers in America.
“We take pride in being progressive and uniquely customized in our integrated approach to guiding and mentoring our clients and their families. It is a true pleasure and privilege to make a positive difference in the lives of those we serve,” says President and CEO, Kim Ciccarelli Kantor.
Kim expressed her honor and appreciation for this award by issuing the following statement: “I would like to thank Paul F. Ciccarelli, Jill Ciccarelli Rapps, Anthony J. Curatolo, Lynn A. Ferraina in Naples; David Struble and Louise Struble in Bonita; and Raymond F. Ciccarelli, Carol L. Girvin, and David S. Peartree in Rochester, NY for helping us achieve such distinction in the industry and maintaining high standards of service to our clients.”
Ciccarelli Advisory Services is celebrating 25 years in business in the Naples community. The firm was founded on the premise that its recommendations to clients are based on their needs, placing family values as a top priority. The firm provides comprehensive financial planning services including financial management, tax planning, estate solutions, long-term care solutions, portfolio design and monitoring, family meetings, and education. Ciccarelli Advisory Services is a family-owned comprehensive financial planning firm with offices in Naples, Bonita Springs, and Rochester, NY.
For more information about this award or Ciccarelli Advisory Services, Inc., please call 239-262-6577, email ciccarelli@cas-naplesfl.com, or visit www.CASMoneyMatters.com
Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
###
Contact
Ciccarelli Advisory Services, Inc.
Laura Lev
239-262-6577
www.casmoneymatters.com
Contact
Laura Lev
239-262-6577
www.casmoneymatters.com
Categories