InvestmentNews 2023 Best Places to Work for Financial Advisers


We have some exciting news. On March 7th, 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews

Tobias Financial Advisors was chosen as one of this year’s top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. We are honored to be ranked #4 in the small company category (15-29 employees) and be featured alongside so many inspiring and innovative companies that put company culture and a healthy work environment at the forefront of their operations.

Each year, InvestmentNews asks employees why their companies should be named one of the Best Places to Work. Employees then fill out confidential online surveys rating their employers and company practices. InvestmentNews then uses the data to arrive at the top 75 companies based on the feedback. As a firm we are excited to be one of the honorees and most of all we are proud to have created a company culture where our team can thrive.

“Despite our growth, clients often give us feedback that we make them feel like they are the only client that we have. This is a result of our caring advisory and support teams, and the culture that we embody every day, where we place our clients first. With a team made up of happy, motivated, and passionate professionals, you can build a practice that withstands the worst of storms,” says our CEO Marianela Collado.

To learn more about InvestmentNews 2023 Best Places to Work for Financial Advisers, visit: http://bit.ly/41NgxeO 

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