Klosterman and White Oaks Named to Best In US listing

Share Article

Klosterman and White Oaks named to best in US listing.

White Oaks Wealth Advisors, Inc is proud to announce that White Oaks and Bob Klosterman, President & CEO of White Oaks Wealth Advisors were recently selected for inclusion in The Best of the U.S.'s 2008 list of the best professional in the U.S. Bob Klosterman is President and CEO of White Oaks Wealth Advisors a fee only wealth management firm with offices in Minneapolis, MN and Sarasota, Fl.

The Best of the U.S. LLC is an independent research firm that provides a free internet search engine at BestOfUS.com that lists the "Best of Class" service providers throughout the United States. Those professionals included in The Best of the U.S. list have displayed an exemplary commitment to their profession, their community and to their (clients/patients). The Best of the U. S. recognizes those professionals that continue their education in an effort to stay current in their chosen profession and continue to distinguish themselves among their peers.

White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm with offices in Minneapolis, MN and Sarasota FL that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com" "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Robert Klosterman
Visit website