BELLEVUE, Wash. (PRWEB) March 03, 2019
FORBES has given us the pleasure at Paul R. Ried Financial Group, LLC (PRRFG) to congratulate Paul R. Ried, MBA, CFP®, our President and founder, on being named as one of the nation’s BEST IN STATE Wealth Advisors for 2019. In compiling the list, Forbes evaluated over 29,000 nominated advisors and ranked Paul as #5 out of 50 in Washington State.
We are incredibly proud of this accomplishment and honor from Forbes. Everyone at PRRFG looks forward to continuing to build trusted, lifelong relationships with each client. Our goal is to take the complexity out of finances through education and consulting to enable clients to pursue their true passions in life. We will always strive to maintain the highest standards of quality, professionalism, and integrity.
Founded in 1986, PRRFG is based in Bellevue, Washington with clients in 32 states. We represent a dedicated and experienced financial team committed to independence and objectivity. Our firm specializes in Retirement Planning, Investment Management, and Estate Preservation. Paul has developed and taught over 500 corporate sponsored retirement classes and has served in the financial services profession since 1986. He is a native Seattle area resident, a Certified Financial Planner (CFP®), an Eagle Scout, and holds a master’s degree in international business from the George Washington University.
Paul Ried is a Registered Principal of Cetera Advisor Networks LLC, a full-service securities broker/dealer. Investment advisory services offered through Paul R. Ried Financial Group, LLC, a registered investment advisor. Securities and additional investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC a Broker/Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Additional information is available at http://www.paulried.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Research summary as of Feb. 2019: 29,334 nominations received, based on thresholds - 5,961 invited to complete online survey - 9,230 telephone interviews - 1,757 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Paul R. Ried Financial Group, LLC - 10801 Main Street, Suite 201, Bellevue, WA 98004 - 425-646-6777