We are Proud to be Locally and Nationally Recognized for Our Service
Five Star Wealth Manager | by Philadelphia Magazine
Selected for 2011, 2012, 2013, 2014, 2015, 2016, 2017 and 2020
A Select Award, Philadelphia Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent. The Five Star Wealth Managers are a select group, representing less than 3 percent of the wealth managers in the Philadelphia area.
Following the publication of Seth J. Diener’s selection for Philadelphia Magazine’s 2012 Philadelphia Wealth Managers list, the American Registry seconded the honor and added Mr. Diener to the “Registry of Business Excellence”.
In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualifications based on industry standing. Self-nominations are not accepted. Philadelphia award candidates were identified using internal and external research data, including a survey to more than 15,100 registered financial services professionals and all identified financial service companies in the area that are registered.
About Five Star Professional
Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals and home/auto insurance professionals in more than 45 markets in the U.S. and Canada. The Five Star award goes to service professionals who provide quality services to their clients.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012,2013,2014,2015,2016, 2017 and 2020 Five Star Wealth Managers.
Montco Happenings List
Selected for 2015 and 2017
The Happening List is the most popular people’s choice competition in Montgomery County. Over 60,000 vote each year to determine the best and most happening people, places, businesses and events in Montco!
One of the Best | Bucks County Intelligencer
Selected 2015 and 2017
A local recognition of the best businesses of Bucks and Montgomery County.
Women’s Choice Award
Selected in 2019
The Women’s Choice Award is a symbol of excellence in customer experience awarded by the collective voice of women. When you see the Seal, know that women in your community and across the nation have rated that business as a business they trust to give you the kind of respect, customer service, assistance and buying experience you expect and deserve.
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