Blue Chip Partners had two executives named to Forbes’ 2023 list of Best-In-State Wealth Advisors. In the 2023 rankings, CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both listed, ranking #17 and #18 respectively in the state of Michigan. Forbes’ rankings, developed by SHOOK Research, are one of the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually.
Originally published on PRNewswire on May 25, 2023. Read full article here.
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