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.
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
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)
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
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
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.
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
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)
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)
Forbes Top Financial Security Professionals list (July 2022, October 2021), and Forbes Best-in-State Top Financial Security Professionals list (July 2022, October 2021) based upon data as of December 31st or the preceding year. Research and ranking provided by Shook Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Saugatuck Financial listed in the Worth® Leading Wealth Advisors™ section should not be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth® is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. The participating advisors help to underwrite the production cost of the magazine. Worth®, Worth® Leading Advisors™, Worth® Leading Wealth Advisors™, and all associated designs are trademarks of Worth Group LLC.
Westport Lifestyle Magazine Readers Choice Award for Financial Advisor (2021, 2022) is based on online voting, one vote per email address, September through October each award year. No compensation is provided to be eligible.