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Taking out a personal loan can be a pretty straightforward process as you don't need any collateral to get one and your eligibility will be based on your financial situation. However, there are some things you need...Read More
Helping your wallet and the environment can easily go hand-in-hand as often times little things that you spend a lot of money on over time also end up hurting the world around you. Making little changes to some of...Read More
Rising healthcare costs are a serious worry for many people as they wonder what could happen if they become seriously ill or have an accident. Having insurance coverage doesn't necessarily mean that your costs will...Read More
Making sure you are knowledgeable regarding your retirement and your healthcare is key to a successful retirement plan. There are numerous things to know regarding retirement, but healthcare is one of the most...Read More
In this blog, we are going to go over the three most important tips for protecting your assets. Keep reading!Read More
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
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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