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Forbes Lists

#65
Florida
Source: Forbes.com (Awarded July 2024). Data compiled by SHOOK Research LLC based on time period from 12/31/22 - 12/31/23.

Focus Area / Customer Base

Holistic Financial Education & Retirement Planning; Wealth & Risk Management; Insurance; Long-Term Care; Estate Planning

More on Forbes

Nov 3, 2024

Anxious About The Election? Call Your Broker

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.
 Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) - Member FINRA, MSRB, SIPC, and Registered Investment Advisor. 
Contact Jing
janelyne.ho@tfaconnect.com
(714) 399-8833
1035 S. Semoran Blvd, Ste 1031, Winter Park, Florida 32792
Asset Summary
As of Dec, 2023
$1-20M
Typical Net Worth Of Relationships
$734M
Total Value of Policies