WESTERLY — Malcolm A. Makin, a certified financial planner and founder of Professional Planning Group, has again been ranked by Barron's as the No. 1 financial adviser in Rhode Island — one of only two advisers nationwide who have received top state rankings for all 11 years of the magazine's listing.
Barron’s and Forbes list PPG’s assets under management at more than $1 billion. Makin said, "I am surrounded by very talented, very dedicated professionals. Recognitions such as this are really a recognition of them.”
The firm has been affiliated with Raymond James Financial Services, based in St. Petersburg, Fla., since 1989.