PETALUMA, Calif., March 7, 2023 /PRNewswire/ — Heffernan Insurance Brokers, a leader in the wealth management industry serving the North American family office and family wealth industry, has been selected as a finalist in the Insurance Brokerage Provider category at the Tenth Annual Family Wealth Report Awards 2023 program.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals involved in the family office, family wealth and trusted advisory communities in North America.

Commenting on her selection as a finalist, Lacey Garrison Strom, Private Client Practice Leader and Executive Vice President said, “We are delighted to have been selected by the judges as a finalist for these prestigious awards. It is a great honor to be recognized as a finalist and it is a testament to the hard work the team puts in every day to ensure our customers receive first class products and services.

Stephen Harris, CEO of ClearView Financial Media and publisher of the Family Wealth Report, was the first to congratulate all of the finalists: “This year we had a record number of registrations and submissions for this program: more than 500 submissions in almost 70 categories. The companies and individuals in the 10th Family Wealth Report program are worthy contenders, and those that have reached the finalist stage truly stand out. These awards are judged by an expert panel of more than 40 judges, and finalists are selected based on entrants’ submissions and their responses to a set of specific questions that focus on both qualitative and quantitative key performance indicators. These awards recognize the very best operators in the retail industry. The judging process is rigorous and independent, and all conflicts of interest are avoided to ensure these awards truly reflect excellence in family wealth management.”

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The winners will be announced at the gala ceremony at the Mandarin Oriental Hotel in Manhattan, New York on May 4, 2023.

About Heffernan Insurance Brokers

Founded in 1988, Heffernan Insurance Brokers is one of the largest independent insurance brokerage firms in the United States. Heffernan provides insurance and financial services products to a range of businesses and individuals. Headquartered in Walnut Creek, California, Heffernan has offices in San Francisco, Petaluma, Menlo Park, Truckee, Bakersfield, Woodland Hills, Los Angeles and Irvine, CA; Phoenix, Ariz.; Portland, OR; Seattle and Olympia, Washington; St Louis, MO; Philly, Pennsylvania; and LondonUK.

Heffernan Insurance Brokers is an employee company and was named the 2009 Best Mid-Size Broker in the United States by Business Insurance Magazine. The company has been a Top Greater Bay Area Philanthropist since 2003.

Visit www.heffins.com for more information. License No. 0564249

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SOURCE Heffernan Insurance Brokers