Insights
Tag: Barron’s
March 25, 2024
Coldstream Recognized on Barron’s 2024 Top Advisor Rankings by State
We’d like to congratulate Kevin Fitzwilson for his recognition in Barron’s 2024 Top Advisors by State Rankings. Kevin is among the top advisors in Washington State this year! We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details on Barron’s website here. Disclaimers [...]
Contributions from: Kevin Fitzwilson
March 20, 2023
Coldstream Recognized on Barron’s 2023 Top 1200 Advisor Rankings
Bellevue, WA – March 20, 2023 We’d like congratulate Kevin Fitzwilson for his recognition in Barron’s 2023 Top 1200 Advisor Rankings. Kevin is among the top advisors in Washington State this year! We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details [...]
March 15, 2022
Coldstream Recognized on Barron’s 2022 Top 1200 Advisor Rankings
Bellevue, WA – March 15, 2022 We’d like congratulate Kevin Fitzwilson and Rachel McCracken for their recognition in Barron’s 2022 Top 1200 Advisor Rankings. Kevin and Rachel are among the top advisors in Washington State this year! We thank them for their dedication to bringing peace of mind to the individuals and families we serve. [...]
Contributions from: Kevin Fitzwilson, Rachel McCracken, CFA®, MBA
March 25, 2021
Coldstream Recognized on Barron’s 2021 Top 1200 Advisor Rankings
Bellevue, WA – March 25, 2021 We’d like congratulate Kevin Fitzwilson and Joe Cervantes for their recognition in Barron’s 2021 Top 1200 Advisor Rankings. Kevin and Joe are among the top advisors in Washington State again this year! We thank you for your dedication and personal approach to serving our clients. Access the [...]
Contributions from: Kevin Fitzwilson, Joe Cervantes, CFP®, CLU®, AEP®
March 19, 2020
Coldstream Recognized on Barron’s 2020 Top 1200 Advisor Rankings
Bellevue, WA – March 19, 2020 – We are thrilled to share that Kevin Fitzwilson and Joe Cervantes have been recognized as top advisors in Washington State in Barron’s 2020 Top 1200 Advisor Rankings. Congratulations Kevin and Joe! We thank you for your continuous dedication to serving our clients. [...]
Contributions from: Kevin Fitzwilson, Joe Cervantes, CFP®, CLU®, AEP®
Loading...