Top Financial Professionals September 2024

Congratulations to Victoria Henry, CFP®, Laurie Kramer, CFP®, Brian Mackin, CFP®, and Kristan Anderson, CEBS®, CFP® for being named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2024 issue.

 

 

 

2024 Northern Virginia Magazine Top Financial Professionals

*Northern Virginia: Top Financials Professionals
To compile the Top Financial Professionals list, Northern Virginia Magazine sent surveys to Northern Virginia financial professionals asking them to recommend other financial professionals whom they would refer to friends and family. Our editorial staff then vetted those nominated to compile the

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Best Places to Work for Financial Advisors 2024

In February 2024, West Financial Services was named one of the Best Places to Work for Financial Advisors by InvestmentNews* in the medium employer category (30-49 U.S. employees) based on workplace policies and practices, and satisfaction surveys that measure the employee experience.

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Top Fee-Only Financial Advisers 2024

We are pleased to announce that Glen Buco and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2024. This is not a new recognition for Glen or Victoria as both have been named to the list for the last several years, however, Glen and Victoria are grateful to their peers in the financial community each year for the nomination. The Washingtonian describes the process of choosing honorees on their website as follows: 

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Top Financial Advisers 2023 Hall of Fame

Glen Buco was recognized by Washingtonian magazine on the 2023 Hall of Fame list of Top Fee-Only Financial Planners* in the February 2023 issue.


*Washingtonian: Top Fee-Only Financial Planners
To arrive at the names of the area’s top financial advisers — the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research

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Top Financial Professionals

Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia magazine’s Top Financial Professionals* listing which was featured in the September 2019 issue.

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Above and Beyond Award

In April 2018, West Financial Services was honored with the Above and Beyond Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) State Committees to recognize employers at the local level who have gone above and beyond the legal requirements of the Uniformed Services Employment and Reemployment Rights Act.

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BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2018

In March 2018, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.

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Patriot Award Presented

In October 2017, Glen Buco, Kimberly Cox, and Kirstie Martinez received the Patriot Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) Chairman. This award was given based on the support they provided to an employee during her spouse’s deployment overseas in the U.S. Army Reserve.

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