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Awards, Honors and Publications

Top Financial Security Professionals Best-in-State 2021-2023

Anita Grossman: Among the Forbes top Financial Security Professionals Best-In-State for New Jersey (2023)

Anita was named the Top Financial Security Professional Best-In-State by Forbes on 7/26/2023 for the calendar year 2022.  This is the 3rd consecutive year she has been recognized.  Forbes and SHOOK Research have ranked the top professionals in the insurance industry in our annual list of Top Financial Security Professionals 2023.   This year's list includes an overall ranking of the best insurance professionals across the country, as well as the top candidate's in each state. 

The Top Financial Security Professionals award is independently produced by Forbes and is based on data from financial advisors, regulatory disclosures, and research by SHOOK. Ben Bruins was nominated for the award. Neither the advisor nor their parent firm paid a fee to Forbes or SHOOK for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with Forbes Top Security Professionals is no guarantee of investment success. Background on how this ranking was done: https://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/?sh=508137ff3aef


Five Star Wealth Manager (2010-2024)

NJ Monthly (2012-2024)  and  Philadelphia Magazine (2010-2022)

 Anita Grossman was named a Five Star Wealth Manager by Five Star Professional in January 2024 based on data received from 3/13/2023 to 09/29/2023 .  This is the 13th consecutive year she has been recognized.  Five Star Professional has partnered with NJ Monthly and Philadelphia Magazine to help consumers find outstanding wealth managers and investment professionals in the area.  Each award candidate has undergone a thorough research process before being considered for the final list of award winners. 

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination, receipt or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to: www.fivestarprofessional.com.


Anita Grossman Quoted in Wall Street Journal

Anita Grossman: Quoted in Article "What Matters Most to You?" (2021-CRN-3685246-072321)

Have you thought about your retirement priorities? From starting a second act to planning for your legacy, @WSJ Custom spoke to financial advisors about finding purpose in retirement. Take this quiz to explore what matters most: https://partners.wsj.com/pacific-life/what-matters-most/what-matters-most-to-you/?utm_medium=clientsocial&utm


Anita Grossman Quoted in GO Banking Rates

Anita Grossman:  Quoted in Article "Inflation Is Holding Women Back - 6 Ways to Overcome and Achieve Your Financial Goals" (2023-CRN-6416140-022124)

There's a combination of two factors holding wormen back from achieving their financial goals.   The first factor is money. In GoBankingRate's 2023 Women & Money survey polling 1,016 women, 47% of respondents said a lack of money is the biggest barrier to achieving goals.   See Anita Grossman's tips in the article.  https://www.gobankingrates.com/money/economy/inflation-is-holding-women-back-how-to-overcome-and-achieve-financial-goals/

Anita Grossman Quoted in GO Banking Rates

Anita Grossman: Quoted in Article "Why You Need To Be Involved in Your Family's Finances" (2021-CRN-6416164-022124)

According to a recent report by UBS, only 20% of couples participate equally in financial decisions. However, it’s not in your best interest to take a backseat when it comes to managing family finances — here’s why. See Anita Grossman's tips in article.  https://www.gobankingrates.com/money/financial-planning/why-you-need-to-be-involved-in-your-familys-finances/

Brava Award (2017)

Smart CEO

Anita Grossman receives prestigious Brava Award. This award celebrates high-impact female business leaders in three categories: CEOs, Executive Directors of Nonprofits and C-Suite Executives.  Brava award winners combine their irrepressible entrepreneurial spirit with a passion for giving back to the community, and are exemplary leaders of both their companies and their communities. Read more in Lincoln Financial Group's press release. Read More.

**The BRAVA award is an annual award given by an independent committee of local business leaders who select winners based on company growth, community impact and mentoring. The recipient was independently nominated for the award. Neither the advisor nor their parent firm paid a fee for the nomination or receipt of the award. It was independently granted and membership in an organization was not required. 

CRN-6318076-013124