Named to Barrons
(Lake Success, NEW YORK).
FCE Group is pleased to again be named to Barron's Magazine Top State by State Advisors List 2018.
FCE Group's Founder and Chairman David Schwartz, CFP® earned a rank of 119. Among independent advisors (excluding bank and brokerage affiliates), Mr. Schwartz is ranked #17 in NY State and #2 in Long Island. This marks the second consecutive year that Mr. Schwartz made the list.
Mr. Schwartz founded the firm in 1981. Based in Lake Success, New York, FCE Group provides financial and retirement planning as well as investment management services.
Barron's evaluated over four thousand investment advisors on such factors as assets under management, firm revenue, regulatory history, and quality of practice.