WEST HARTFORD, Conn., March 24, 2017 /PRNewswire/ -- Hooker & Holcombe is pleased to announce that its investment advisory team has been named one of PLANADVISER's Top 100 Retirement Plan Advisers for 2017, marking the second consecutive year the group has achieved this distinction.
The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser team to be eligible for recognition in this year's Top 100, it had to submit a completed entry to the 2016 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.
Hooker & Holcombe Investment Advisors, Inc., a subsidiary of Hooker & Holcombe, was recognized in the Small Teams with More Than $1.8B in Retirement Plan Assets Under Advisement segment. The firm, with the expertise of 5 CFA Charterholders, provides institutional investment advisory services to companies, organizations and municipalities seeking expert advice delivered with superior service. Additionally, the team assists individual investors with financial planning and retirement guidance through their wealth management group.
"We are thrilled to be recognized by PLANADVISER for a second year in a row. This would not have been possible without the hard work and dedication by our entire investment team," stated Rodger Metzger, president and chief investment officer, Hooker & Holcombe Investment Advisers, Inc.
About Hooker & Holcombe
Hooker & Holcombe, founded in 1956, is a leading regional provider of comprehensive and integrated actuarial, investment advisory and retirement plan consulting services. Through the expertise of dedicated and knowledgeable professionals, the firm designs and implements customized retirement plan programs based on proven practices and advanced technology that exceed client expectations. The firm also provides wealth management services for individuals seeking better retirement plan strategies. For more, visit hhconsultants.com.
Investment advice is offered through Hooker & Holcombe Investment Advisors, Inc., an SEC Registered Investment Adviser.
MEDIA CONTACT:
Peg Brooker, Director, Marketing & Communications
[email protected]
860.856.2129
SOURCE Hooker & Holcombe
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