Investment News Named AEPG® Wealth Strategies as one of the Top 50 Best Places to Work for Financial Advisers

Investment News Named AEPG<sup>®</sup> Wealth Strategies as one of the Top 50 Best Places to Work for Financial Advisers

Last month, I announced that AEPG was named as NJBIZ’s Best Places to Work in NJ! We receive a lot of industry recognition for our technical expertise, capabilities, and professionalism; however, I am most proud of our “human and personal accomplishment” awards.

I am honored to tell you that AEPG Wealth Strategies has been selected by Investment News as one of the Top 50 Best Places to Work for Financial Advisers in their inaugural survey for 2018!

As I have previously said, our greatest asset at AEPG is our Team. The dedicated women & men who work so very hard and so very smart for the benefit of the families & businesses we are responsible to look after. I think we have the Best Team in the industry. I am so very proud of our most recent recognition as Top 50 Best Places to Work for Financial Advisers because it complements our recognition by NJBIZ’s Best Places to Work in NJ as not only a best place to work in our home state of New Jersey, but also in our industry.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.

Suzanne Siracuse, VP/Publisher, InvestmentNews said “InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice. They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

Companies from across the country entered the two-part process using an extensive workplace assessment process that included an inventory of organizational benefits, policies and offerings but also a detailed survey of employees to determine the Best Places to Work. The overall registration and survey process was managed by Best Companies Group (BCG). BCG also analyzed the data provided and used their expertise to determine the final rankings.

There was no cost associated with participating in the survey to be considered as one of the Best Places to Work for Financial Advisers.

AEPG will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club.

To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, InvestmentNews standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Crain Communications, Inc.

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Please remember that different types of investments involve varying degrees of risk, including the loss of money invested. This material may contain certain forward-looking statements. These forward looking statements are not guarantees of future performance, condition or results and involve a  number of risks and uncertainties. Past performance may not be indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or undertaken by American Economic Planning Group, Inc. (“AEPG”) will be profitable. Definitions of any indices listed herein are available upon request. Please remember to contact AEPG if there are any changes in your personal or financial situation or investment objectives so that we can review our previous recommendations and services, or if you wish to impose, add or modify any reasonable restrictions to our investment management services. This article is not a substitute for personalized advice from AEPG and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investment decisions should always be made based on the investors specific financial needs, objectives, goals, time horizon and risk tolerance. This information is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed in other businesses and activities of AEPG. Descriptions of AEPG’s process and strategies are based on general practice and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.