Kruzan Named to Forbe’s Best-In-State Wealth Advisors

FENTON, MI. – James B. Kruzan, CFP®, CRPC®, Senior Wealth Advisor, and Founder of Kaydan Wealth Management, Inc. located at 329 W. Silver Lake Road, Fenton, MI 48430 was named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. R.J. Shook, of SHOOK Research said,

“The very best advisors are laser focused on having a positive impact on their clients’ lives, they want to add meaning, help them live better lives.”

Shook’s statement couldn’t align more closely with Kaydan Wealth Management’s mission statement. All of KWM’s solutions, processes, and service options are designed to help make a positive impactful difference in the lives of it’s clients and their families. If you want to learn more about how Jim Kruzan and his team can help you lead a more meaningful life, give them a call at 810-593-1624 or schedule an Introductory Call.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. 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. For more information about SHOOK Research methodology, click here.

Source: Forbes.com (February 2021).SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Kaydan Wealth Management, Inc. is not affiliated with Forbes or SHOOK Research, LLC.