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PLAN TODAY FOR A MORE COMFORTABLE TOMORROW! William J. Stroyne Financial Services The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 5% of wealth managers in the Pittsburgh area in 2009 and 2010 and reflects those scoring highest in client satisfaction. Wealth managers were identified by surveys conducted with 41,000 consumers and 6,100 financial professionals in 2009 and 33,000 consumers and 2,700 financial professionals in 2010, and evaluated across 9 attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success. |
