Forbes | Best-In-State Top Financial Security Professionals 2025

August 6, 2025

Congratulations to Marc Schechter on Being Named to Forbes' 2025 Best-In-State Financial Security Professionals List!

Marc Schechter has earned a prestigious spot on Forbes and SHOOK Research’s 2025 ranking of America’s Top Financial Security Professionals—recognizing excellence in delivering life insurance and annuity-based strategies within comprehensive wealth planning.

Selected from over 49,000 nominations and 18,000 evaluations, this honor reflects Marc’s expertise, leadership, and commitment to helping clients protect and grow their wealth across generations.

Well deserved—congratulations, Marc!

*Methodology: Forbes 2025 Best-In-State Top Financial Security Professionals

Disclosure: This rating was published on July 10, 2025. Data provided by SHOOK®Research, LLC. Data as of 12/31/24. Source: Forbes.com (July, 2025). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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