The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry. The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.
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Licensed to sell insurance products in the following states of: PA.