As we reflect on the previous year, we can’t help but feel thankful. Here are 7 things that we feel particularly grateful for in 2024:
- Our clients – we deeply appreciate your confidence, patience, and trust. We are lucky to interact with such friendly people every day and take great pride in serving you.
- Market returns – 2024 marked the second straight year of the S&P 500 returning over 20%.
- The arrival of Marissa Fierston – we are excited for her future with Fierston Financial Group and recognize how rare it is to operate a three-generation family business.
- Four months of Dave – Dave Fierston was a regular presence in the office this summer and we are always grateful for his mentorship and ideas.
- Professional achievement – Max Asnes earned his CERTIFIED FINANCIAL PLANNER™ Certification in March 2024, having satisfied extensive educational, experiential, and examination requirements. As CFP® certificants, both Max and Will became official Investment Advisory Representatives of Fierston Financial Group.
- Time together – from our holiday party to our annual fishing trip, cooking class, and philanthropic pint nights, we are lucky to have such a tight-knit team.
- Another year of business – 35 years of doing what we love: helping our clients simplify their financial lives and making them feel confident, safe, and cared for.
As a token of our appreciation, on behalf of our clients, we made a generous donation to Connecticut Foodshare. We are grateful to serve our clients and our community.
