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The Heberle, Helm, Ferguson Group of Wells Fargo Advisors
Congratulates its Five Star Award Winners
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More than 100 years of combined experience serving executives, business owners, physicians and retirees |
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Retirement and estate investment planning |
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Team practice focusing on personalized service and professional investment planning advice |
The Heberle, Helm, Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice. This strength allows them to service large organizations and individuals. From their initial consultation, you will have at least two financial advisors prepared to listen, organize and identify your needs. Whether you are an individual with a family or own a company with one employee or hundreds, they can help you develop an appropriate investment plan.
The Heberle, Helm, Ferguson Group of Wells Fargo Advisors has a specific, customized approach to financial consulting and portfolio management. Their five-point approach allows them to identify your goals and simplify the accounts, evaluate money managers and strategic alternatives, help you protect your assets, provide performance measurements and provide portfolio account reviews.
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Areas of Focus
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Award Selection Process
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Map
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process.
Wells Fargo Advisors, LLC, Member SIPC. [CAR 0512-2567].
Investment and Insurance Products:
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
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 Pittsburgh area (includes Allegheny, Beaver, Butler, Fayette, Washington, and Westmoreland counties in the state of Pennsylvania) 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 9,700 wealth managers in the area. 1,863 award candidates in the Pittsburgh area were considered for the award, of which 493 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 PITTSBURGH 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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