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Gateway Capitol Financial Boasts Five Star Representatives
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Named MetLife Office of the Year in the region six times over the last two decades |
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129,000 households served in Baltimore/D.C. metro area |
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2008 winner of Triskelion Award for sales and management excellence |
Michael Achatz, Frank Aversa, Mark Fuhr, Jeff Hammer, Scott Phillips and Bernard Richards represent a financial firm that prides itself on a tradition of excellence. Gateway Capitol Financial, an office of MetLife, began in 1983. Since then, the firm has provided insurance, estate planning, business succession strategies, employee benefits, retirement funding, long-term care insurance, education funding strategies, as well as investment management. As Five Star Wealth Managers, these men exemplify a premier team of highly educated and successful financial professionals in the greater Baltimore/Washington region, establishing meaningful relationships and providing financial security. Amongst the individuals, they have more than 100 years of financial industry experience with a personally tailored approach and design.
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Areas of Focus
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Metropolitan Life Insurance Company (MLIC). Securities, including variable products and investment advisory services, offered by MetLife Securities, Inc. (MSI), (Member FINRA/SIPC) and a registered investment adviser. Both located at 1095 Avenue of the Americas, New York, NY 10036. MLIC and MSI are MetLife companies.
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Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• 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 Five Star Professional or Baltimore Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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