Five Star Wealth Manager Award

Karen Shea has received the prestigious Five Star: Best in Client Satisfaction Wealth Manager Award.

This award “Five Star: Best In Client Satisfaction Wealth Manager”, is a prestigious award granted to less than 7 percent of the advisors in the area by Crescendo Business Services, LLC. Our FIVE STAR Best in Client Satisfaction award is based completely on the actual experience and evaluation of customers and are selected as a result of a rigorous research process.

Only wealth managers with five years of experience in the financial services industry were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Before finalizing the list, wealth managers were reviewed by a blue-ribbon panel, which was comprised of knowledgeable individuals within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

For complete inforamtion on this award please see www.FiveStarProfessional.com