The FIVE STAR Wealth Manager - Overall Satisfaction Program

  
 
 
 
Consideration for inclusion in The FIVE STAR Wealth Manager - Overall Satisfaction program includes an analysis of peers' and firms' responses to a satisfaction survey. Only wealth managers with five years of experience in the financial services industry are considered. Additionally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g., FINRA or other regulatory agency) and that they have not had more than three customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them.

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 Crescendo Business Services nor should it be inferred that the responses used from the survey represent the experience of all clients. Past performance does not guarantee future success.
                                         

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