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Financial Advisor Magazine RIA Survey and Ranking

Insight Wealth Partners is delighted to announce that as of June 22, 2017, the Financial Times has named our firm in their list of 300 Top Registered Investment Advisors for the second consecutive year. Financial Times bases its selection quantitatively and qualitatively, from the RIAs listed in the U.S. Securities and Exchange Commission and wealth advisories with more than $300 million assets under management to overall desirable traits in RIAs. IWP is honored to be placed in this list as one of the 23 leading firms in Texas.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX