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Awards

2022

  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise were named among Worth Magazine’s Leading Advisors for 2022
  • Justin Charise named #54 among Financial Securities Professionals Nationally and #3 in Connecticut by Forbes and Shook Research
  • Luke Andiruk was awarded the Robert Laykany Award
  • Saugatuck Financial was awarded Westport Reader’s Choice for Best Financial Advisor
  • Justin Charise was named #12 among Financial Advisors nationally at Northwestern Mutual
  • Justin Charise was named #2 among 5-Star Pathfinder teams in the Eastern Regional for Northwestern Mutual
  • Justin Charise named among Northwestern Mutual’s top 10 National 5-Star Pathfinder Award Winners (the highest award to advisors providing comprehensive financial planning)
  • Team Charise was awarded the “Simply the Best” award from Network 110 for making a significant positive impact in the network and providing the highest quality of service at the Year End Meeting in December 2022.

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Leading Advisors Seal 2019

2021

  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise named among Northwestern Mutual 5-Star Pathfinder Award Winners (the highest level awarded to advisors providing comprehensive financial planning)
  • Justin Charise named among Worth Magazine’s Leading Advisors
  • Justin Charise named #34 among Financial Securities Professionals Nationally | #2 in CT by Forbes and Shook Research
  • Justin Charise was named #2 among 5-Star Pathfinder teams in the Eastern Regional for Northwestern Mutual
  • Saugatuck Financial was awarded Westport Reader’s Choice for Best Financial Advisor

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Leading Advisors Seal 2019
Pathfinder Top 10

2020

  • Justin Charise named among Worth Magazine’s Leading Advisors
  • Justin Charise named among Northwestern Mutual Eastern Top 10 Advisors
  • Justin Charise ranked 2nd among 5 Star Pathfinder teams in the Eastern Region
  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise named among Northwestern Mutual’s Top 10 National 5-Star Pathfinder Award Winners (The highest level awarded to advisors providing comprehensive financial planning)

Leading Advisors Seal 2019

2019

  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise named among Northwestern Mutual’s Top 10 National 5-Star Pathfinder Award Winners (The highest level awarded to advisors providing comprehensive financial planning)
  • Justin Charise named among Worth Magazine’s Leading Advisors
  • Justin Charise ranked 2nd among 5 Star Pathfinder teams in the Eastern Region
  • Justin Charise each named among Northwestern Mutual Eastern Top 10 Advisors

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Leading Advisors Seal 2019
Pathfinder Top 10

2018

  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise named among Northwestern Mutual’s Top 10 for the inaugural 5 Star Pathfinder Award (The highest level awarded to advisors providing comprehensive financial planning)
  • Justin Charise named among Northwestern Mutual’s top 20.
  • Justin Charise named among Northwestern Mutual Eastern Top 10 Advisors

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Pathfinder Top 10

2017

  • Justin Charise named among Northwestern Mutual Eastern Top 10 Advisors.
  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise named among Northwestern Mutual’s top 30.
  • Justin Charise was named among the 2017 Top 40 Under 40 Award recipients for Fairfield County. Winners were judged and selected on business accomplishments, leadership qualities, and personal business improvement efforts.
  • Justin Charise were named among Worth Magazine’s Leading Advisors for 2017.

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Fairfield County 40 Under 40 Logo
Worth seal

2016

  • Justin Charise named among the Northwestern Mutual Eastern Top 10 Advisors.
  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
  • Justin Charise named among Northwestern Mutual’s top 40

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2015

  • Justin Charise named among Northwestern Mutual Eastern Region Top 10 Advisors
  • Justin Charise named among Northwestern Mutual’s top 25
  • Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)

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2014

  • Justin Charise each named among Northwestern Mutual Eastern Region Top 10 Advisors
  • Justin Charise named to the Northwestern Mutual Forum (select group (~4%) of advisors achieving the highest level of production and excellence)

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