Broker Check

Awards

Client Centered

In recognition of the superior investment advisory services we offer you, we have received acclaim from several independent organizations.

FIVE STAR WEALTH MANAGER   (7 times) 

Featured in Philadelphia Magazine. Selected by a national, independent organization using ten objective eligibility and evaluation criteria.

CERTIFICATE OF ACHIEVEMENT  (10 times) 

Awarded by the CFA Institute in recognition of Frank’s dedication to professional excellence through voluntary participation in programs developed to enhance his investment knowledge and skills.

BEST OF BUCKS  (5 times)

Voted among the Best of Bucks County’s Financial Advisor/Planners. Votes cast by readers of the Bucks County Courier Times. Subscribers considered all of the large and small, national and local advisory firms in Bucks County, PA.

BEST INVESTMENT FIRM

Poll conducted by InterCounty News Media Group. Readers of its six newspapers considered all of the national and local investment firms in Bucks County, PA, and Mercer County, NJ. Our firm received the largest number of votes.

BUSINESS OF THE YEAR

Voting by members of Contax Network, a group of independent business professionals. Criteria included service to the client, collaboration among professionals, and community service.

BUCKS COUNTY’S BEST FINANCIAL ADVISOR, Finalist  (2 times) 

Voting was conducted by Bucks Happening digital magazine among readers of the publication.

Have a Question?

Thank you!
Oops!