Timeline (Draft)
1982
Founded with Family Values
Jack Best establishes Best Times Financial with a simple goal: to help families make confident financial decisions grounded in trust, clarity, and long-term vision.
1993
The First Turtle Arrives
The turtle becomes a symbol of our philosophy — steady, intentional, and focused on long-term progress.
2001
A New Generation Begins
J. Kevin Best joins the financial services industry, bringing a new wave of energy, innovation, and family-driven purpose to the practice.
2004
Seeds of Community Impact
The Best Times family helps nurture the early development of EquiCenter, assisting in the purchase of their first therapeutic riding horse.
2007
A Vision Continues & Multi-Generational Planning Takes Root
Jack Best retires, passing leadership to Kevin, who continues to expand the firm’s mission of multi-generational financial care and community engagement.
2010s
Deepening Community Partnerships
Our team strengthens ties with local organizations and educational institutions, now including EquiCenter, the YMCA, and The Heritage Society, Roberts Wesleyan, and SUNY Alfred.
2018
The “Personal CFO” Experience Launches
We introduce our signature service model, positioning our advisors as “Personal CFOs” who improve the quality of client’s financial lives through the coordination of their banking, legal and tax professionals.
2022+
Expanding Financial Wellness
Our virtual family office adds capabilities with advanced tax & estate planning software is introduced, giving clients a more transparent, technical, and timely planning experience. Our services evolve to include identity theft protection, medical second-opinion access, nationwide geriatric care management and tax integrations — ensuring comprehensive care for every client’s financial well-being.