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In The News

Tom Briggs named one of Missouri's Best-In-State Wealth Advisors by Forbes

Congratulations to Plaza's Tom Briggs for being selected for the Forbes Best-In-State Wealth Advisors list!

Each state's list was determined using an algorithm that factored in industry experience, community involvement, client retention, revenue trends, and in-person interviews. 

**Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

See the list here

KMOX interview with Peter Dolan

Charlie Brennan from The Charlie Brennan Show on KMOX sits down with Peter Dolan to learn more about the world of investment and if people really need professional investment advice.

Listen to interview

Looking Ahead

Today’s financial planning is a very different ballgame than it was for our grandparents. Peter Dolan talks with Town & Style magazine about how baby boomers face some unique challenges, and how Plaza strives to help clients meet the needs of all generations in their families. 

Link to story