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Articles and Press Releases

The Professional Edge

We are excited to have been included in the September 2022 issue of the Boca Raton Observer 

 
                                                                                                                                         

PLEASE NOTE: Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.

Up & Comers

Our Vice President, Richard Koblick, was profiled in the December 2020 issue of Lifestyle Boca Delray as part of their "Up and Comers" section. Read his interview here.

PLEASE NOTE: Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations


Voya Financial Advisors Honors 

  • Joshua Feller receives Chairman’s Circle Recognition
    • The Chairman's Circle award acknowledges the top Voya Financial Advisors Registered Representatives and is determined by sales and production credits. This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance
  • Voya Financial Advisors Recognizes Richard Koblick with President’s Club Award
    • The President's award acknowledges the top Voya Financial Advisors Registered Representatives and is determined by sales and products credits.  This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance
  • Josh Feller, ChFC ® attended the 2017 Advisory Masters Conference

Interested in learning more about our upcoming events?

Staff