Investments. Retirement Planning. Wealth Management.
Two-Time Forbes Best-in-State
Top Financial Security Professional
In 2022 and 2024, Alfredo (Al) Ordonez was recognized as one of Forbes’ Best-In-State (Top 100) Financial Security Professionals in Florida. This honor is reserved for a select few individuals who are chosen based on several criteria considered by an independent research firm. We are incredibly honored to be part of this distinguished list and grateful to our clients who have made this possible. We thank you for the confidence and trust you place in us with managing your financial security. We thank you for trusting us with your wealth, your family, and your future.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional 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. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, 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 intended to help individuals choose the right FSP and 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.