Over the past few months, we have seen a rollercoaster of a stock market and the numbers of coronavirus cases rising and falling as well. One of the best ways to feel confident in your finances is to budget—the...Read More
Is there someone in your life who is about to embark upon a very important time in their lives and become a parent? If so it's probably weighing on you what it is that would make the perfect present for the little...Read More
4 Things to Do If You've Been Laid Off Over the last few months, the spread of coronavirus has thrown several individuals and businesses for a loop, all over the nation. With coronavirus came several large and...Read More
With all that has happened as a result of the coronavirus pandemic, it is imperative that you remain in control of your finances for the sake of you and your family's future. We know that Congress has passed...Read More
While it may feel like this year has only just begun, the holiday season will soon be fully in swing. With Halloween right around the corner now's the time to start planning for all the really expensive holidays that...Read More
If you've made the decision, whether by necessity or choice, to stay at home to look after your kids you might find yourself needing or wanting to earn a bit of extra money. There are many exciting ways that you can...Read More
With the start of fall comes the start of grad school application season. With grad school costing an average of $40,000, you'll want to be sure it's worth the cost of attending. If you, or someone close to you, is...Read More
So you're trying to save a bit of money, but you don't want that to impact your social life too much. Or maybe it's your turn to host your friends' monthly gathering but your budget is already looking a bit tight...Read More
Having a pet brightens up any home as they bring unconditional love, warmth, and joy. However, before rushing out to add a new member to your household it's important to remember that pets come with a cost, and it's...Read More
For more information on the research/selection methodology go to Forbes Best-in-State Wealth Advisor Barron's Top 1200
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
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