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Awards

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Forbes Best-In-State 2025
For the fourth time, Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
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Forbes Best-In-State 2024
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
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Forbes Best-In-State 2022
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor for the second consecutive year.
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Forbes Best-In-State 2021
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
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