Industry Accolades
Heffernan Financial Services was named to PLANADVISER's 2013 Top 100 Retirement Plan Advisers.1
To view the article, please click the link below:
http://www.planadviser.com/Top100Profile.aspx?id=10737420064&y=2013
Heffernan Financial Services was designated a Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP) in 20122
To view the article, please click here.
Heffernan Financial Services was named one of the Top 100 Retirement Plan Advisers by PLANADVISOR Magazine in 20113
To view the article, please click here.
Heffernan Financial Services was named one of the Retirement Plan Adviser Team of the Year Award by PLANSPONSOR Magazine in 20083
To view the article, please click here.
In 2007, Mr. Thibault was recognized by Institutional Magazine as one of the Top Twenty Retirement Plan Advisors Rising Stars4
To view the article, please click here.
Heffernan Financial Services was named a Top Wealth Advisor
by San Francisco Business Times, 20115
For a reprint of any of the above, please contact us at #800-829-9996.
1 Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.
2 Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.
3 Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.
4 Nominated by industry peers and selected based on attributes including credentials, experience and a career consistency indicative of future industry leadership potential.
5 Based on quantitative and qualitative criteria. For more information, visit: www.WCorg.com