Savage and Associates has been announced as one of only 10 financial advisory firms across the country selected for the Invest in Others 2024 Charitable Champions List.
The list recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial professionals and employees.
Applications were reviewed and evaluated based on criteria that included leadership and culture, events and activities, incentives, contributions, and impact.
“Our growing and enthusiastic team across multiple locations is the reason we’re being recognized,” stated J.R. Toland, president and CEO. “The passion from our 170+ associates is helping shape a brighter future for our communities.”
Savage holds several programs and events each year, including the Savage Foundation Golf Classic, Savage 5K, and many other notable philanthropy endeavors. The Golf Classic alone has raised more than $1.6 million for charities since 2003.
About Invest in Others Charitable Foundation
The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most.
The Invest in Others 2024 Charitable Champions List is an award that recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. The award is evaluated by a panel of financial advisors based on criteria including leadership, culture, events and activities, incentives, contributions and impact. The firm must have been in business for a minimum of one year, have at least three employees, and be a financial advisor or wealth management firm providing direct financial advise to house holds or organizations. Nominees must be in good standing with state and federal regulators. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
