We thank each of our clients for helping us attain the Five Star Professional Award.
Five Star Professional conducts research to help consumers select a service professional. They award businesses in more than 45 markets in the U.S. and Canada. Award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry credentials. Self-nominations are not accepted. A few of the items they consider include:
- Credentials as a Registered Investment Advisor
- Favorable regulatory history
- Client retention rate
- Number of client households being served
- Education and professional designations
The award recognizes service professionals who continuously provide quality service to their clients. We are honored for this recognition and wanted to share it with our clients. You have entrusted us with your financial well-being and we acknowledge the importance of that decision. We thank you for continuing to be our clients. The January 2017 edition of New Jersey Monthly magazine will include a feature on our firm and this award.
Important Disclosure: Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers. The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth manager nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance.
Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: