Awards | NCA Financial

Awards

Our top rated financial advisors are continually recognized for their expertise and dedication to clients.

2011
NCA Financial Planners named a 2011 Weatherhead 100 Winner - The Weatherhead 100 list showcases Northeast Ohio companies that have shown consistent growth for the past five years.** NCA Financial Planners named to Barron's Top 100 - On April 18, NCA Financial Planners was once again ranked by Barron's Magazine as one of the Top 100 Financial Advisors. NCA was ranked #1 in Northeast Ohio.*

2010

Top 100 Independent Financial Advisors of 2010- On August 30, NCA Financial Planners and Kevin Myeroff were ranked as the #1 financial planning firm in Northeast Ohio.*

2010 Top 1,000 Advisors - On February 22, 2010, NCA Financial Planners and Kevin Myeroff have once again been ranked in Barron's Magazine.*

2009
Top 100 Independent Financial Advisors of 2009 - On August 29, NCA was once again ranked in Barron's Magazine. This time we were # 1 in Ohio and #21 in the country for 100 Top Financial Advisors of 2009. Thank you to all of our clients who have helped us achieve this recognition.*

2008

NCA Financial Planners named to Barron's Top 100 - NCA Financial Planners has been listed number six in the country and one of four in Ohio on Barron's Magazine Top 100 Independent Financial Advisers for 2008.

"Barron's Winner Circle Top 100" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to cliets, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information.

*For further information, please visit www.barrons.com. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. The rankings reflect each advisor's assets under management, share of revenue and profits generated, and quality of service. These rankings are based on qualitative criteria: professionals with a minimum of 7 years financial experience, acceptable compliance, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types revenues and assets advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in-depth interviews and discussions with senior management, peers and customers. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advise. Please see www.WCorg.com for more information. Third party rankings Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

**Since 2004, the Weatherhead 100 is compiled and managed by the Council of Smaller Enterprises (COSE). COSE is one of Ohio’s largest small business support organizations, striving to help small businesses grow and maintain their independence. Comprised of more than 17,000 member companies, COSE has a long history of fighting for the rights of all small business owners, whether it’s through group purchasing programs for health care, workers’ compensation, or energy, advocating for specific changes in legislation or regulation to benefit small business, or providing a forum and resource for small businesses to connect with and learn from each other. For more information, please visit cose.org.

The advisors of NCA Financial Planners are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, ME, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI and WVA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Financial Planners of Cleveland, Inc., conducting Investment Advisory and Fixed and Traditional Insurance business as NCA Financial Planners, is a registered investment advisor. Financial Planner of Cleveland Inc. and NCA Financial Planners are not affiliated with Royal Alliance Associates Inc.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.