Recognition

America's Top Financial Security Professionals* 2021-2025
Issued by Forbes Magazine

*Forbes America's Top Financial Security Professionals issued by SHOOK Research on July 10, 2025 for the year 2025 was awarded to financial professionals specializing in life insurance, annuities and comprehensive wealth planning services for affluent clients.  Vincent Toscano was nominated for the recognition. Criteria used to determine the winners includes 7 years as a Financial Security Professional; minimum 1 year at current firm; recommended and nominated by their firm; complete an online survey; primary focus on individuals, not institutions; acceptable compliance record; commissions/production/premiums, death benefits and assets under management (weightings assigned for each); client-related trends and data, such persistency rates; portfolio performance is not a factor; telephone and in-person meetings with professionals that exhibit best practices within their practices and approach to working with clients; compliance records; provide a full client experience: service model, planning process, breadth of services; team and team dynamics; credentials and years of service; and, community involvement.  49,552 people were considered for this honor and 100 were selected. No fee was paid for the nomination or receipt of the award; however, the firm will pay for a plaque.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation, click here.

Best-In-State* 2022-2025
Issued by Forbes Magazine

*Forbes Best-In-State Wealth Advisors by SHOOK Research for 2025 was issued in July 2025 and awarded to financial security professionals.  Vincent Toscano was nominated for the recognition. Criteria used to determine the winners includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.  49,552 people were considered for this honor and 127 were selected.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do no ensure that a client or prospective client will experience a higher level of performance or 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 evaluation, click here.