For the second consecutive year, MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, has earned prestigious recognition as a Best-In-State Wealth Advisor by Forbes magazine.
According to Forbes, this year’s Best-In-State Wealth Advisors list spotlights advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. In New Jersey, Mark was one of 143 advisors to receive a spot on the list.
The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including factors such as revenue trends, assets under management, compliance records, industry experience, best practices, and approach to working with clients. To learn more about the Forbes Best-In-State Wealth Advisors list, click here.
Mark has an impressive history with Forbes. In addition to his two-time recognition as a Best-In-State Wealth Advisor, he was also featured on the America’s Top Wealth Advisors list twice, coming in at #197 nationwide in 2018.
At MACRO Consulting Group, Mark has earned a reputation for offering highly personalized financial advice to his investment and retirement planning clients. He is a respected voice within the industry and serves as a frequent speaker and as a resource for both local and national publications. He has earned numerous awards and accolades since founding MACRO in 1992.