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Reliability • Dedication • Integrity
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Five Star Wealth Manager, 2011 – 2012 |
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Ameriprise Circle of Success Recipient, 2005 – 2010 |
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An Ameriprise Platinum Financial Services® practice |
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“Because my achievements are measured by the success of clients.” |
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Wealth Management Services, Retirement Income Strategies, Tax Planning Strategies, Small Business, Risk Management |
The greatest reward is a satisfied client. The strong bonds I establish with them are the most important assets to my practice. This strong relationship along with my experience have helped me to navigate clients through one of history’s most volatile economic times. My continued growth, which comes from referrals, has been a great measurement of my achievements.
My team and I utilize a client service model founded on best practices. Combined with the Ameriprise financial planning process, it is designed to help clients define their dreams, develop an individualized plan and track their ongoing progress while making changes along the way. Call me today to start a conversation about your financial future.
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Areas of Focus
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Investors should conduct their own evaluation of a financial professional as working with a financial advisor
is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made
available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services
may not be available in all jurisdictions or to all clients.
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 New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) 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 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 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 New Jersey Monthly.
• 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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