We’re proud to be named by Forbes as one of the Best-in-State Top Financial Security Professionals for 2023. Our mission has always been to serve our clients with unmatched excellence, and this award is not only evidence of our dedication to you, but a sign of your unwavering trust in us. We’re incredibly grateful for the clients who rely on us to protect the things they care about most, and we cannot express how much we value your trust in us. Thank you for making us one of the leading financial practices in Massachusetts!

Jean Deliso was chosen as one of just a few insurance professionals in Massachusetts to receive this recognition in 2023. Agents were selected by an independent research firm based on various qualitative and quantitative data.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.