Back row: Garrett Babij, Daniel Makin CFP®, Margaret Brady, Diane Nicol, Jennifer Redmond, Nadine Lariviere, Lee-Ann Kozora, Christopher Wallace CFA, Eileen Esposito, Jonathan Makin and Peter Wallace. Front row: Michael Ryan CFP®, Melissa Silva, Malcolm Makin CFP®, Lori Wycall, and Kathy Nealon CPA.
As published in the Providence Business News, March 31, 2015.* Malcolm has acheived this award for 8 consecutive years.
Malcolm A. Makin, CFP® & President of Professional Planning Group appears on
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* America's best financial advisors, organized by state. Rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by client's risk tolerance than by an advisor's investment-picking abilities.