Employee Benefits

J.R. Burke Named as Forbes Top Financial Security Professional

August 29, 2022

Alera Group Advisor Ranked #5 in Pennsylvania and #94 Nationwide

August 30, 2022 (Deerfield, IL) — Alera Group Wealth Services Advisor J.R. Burke is among the nation’s top financial security professionals, according to rankings compiled by Forbes.

Burke, a Senior Partner at Perspective Financial Group, an Alera Group company, ranks fifth on Forbes’ list of Top Financial Security Professionals Best-In-State for Pennsylvania. He is 94th on Forbes’ list of America’s Top Financial Security Professionals.

Forbes published its best-in-state and national rankings on July 28.

Alera Group Wealth Services is a division of leading independent national insurance and wealth services firm Alera Group.

“We are proud to have J.R. Burke as a member of Alera Group’s Wealth Services team,” said Tina Hohman, Executive Vice President and Wealth Services Practice Leader. “With more than 45 years of industry experience, J.R. provides clients with unparalleled service and input. This ranking is a well-deserved recognition of his expertise.”

“I am honored to be recognized as one of the nation’s top financial security professionals,” said Burke. “The outstanding service we provide to clients, and the resulting ranking, is only possible because of the remarkable collaborative team at Perspective Financial Group and across Alera Group. I am proud to continue to contribute to our clients’ long-term wellbeing in financial services.”


About Alera Group Wealth Services

Alera Group Wealth Services, a division of Alera Group, is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families. For more information, visit wealthservices.aleragroup.com

About Alera Group

Alera Group is an independent, national insurance and wealth services firm with more than $1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,500 professionals in more than 130 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn.