PLEASE JOIN JUSTABOUT WEALTH MANAGEMENT IN CLEBRATING OUR MOST RECENT AWARDS!!
Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.
Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client’s evaluation.
The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. 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. 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 the magazine. Five Star Professional is not an advisory firm.
We are happy to announce that we recently received recognition for the second year in a row from Expertise.com as one of the top Financial Advisory firms in Pittsburgh! Expertise.com scored 104 Financial Advisors in the Pittsburgh area on more than 25 variables across five categories. We are proud to be one of the Top 33 firms hand-picked for their list.
The five categories in their selection criteria are:
- Availability – Consistently approachable and responsive, so customers never feel ignored.
- Qualifications – Building customer confidence with licensing, accreditations, and awards.
- Reputation – A history of delighted customers and outstanding service.
- Experience – Masters of their craft, based on years of practical experience and education.
- Professionalism – Providing service with honesty, reliability, and respect.
To read the full article, and learn more about this award, please click the following link:
Best Pittsburgh Financial Advisors | Expertise
Expertise.com Disclosure: Our selection process finds the top service professionals in over 200 industries across the United States by using public databases and customer referrals to collect an exhaustive list of local businesses, checking their availability and service areas. We validate each business’ qualifications, and find providers who have gone above and beyond to educate themselves in their area of expertise. Then, we scour public records and information to determine each provider’s reputation. Every provider is analyzed based on the number of professional databases reviewing them, their average review score, and the volatility of their ratings. We do not charge any fees to companies to be included in our process. Rankings and recognition from Expertise.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level or performance results and such rankings should not be construed as an endorsement of the advisor.
We are proud to announce that Dave has earned a place among Triad Advisors’ most elite financial professionals in qualifying for the 2022 Chairman’s Club. An advisor’s expertise, dedication, and insight to help support clients’ financial goals as well as hard work and commitment to the community were considered when determining who should qualify. Along with Triad Advisors’ value-packed agenda, Dave will network with other top financial professionals, Triad Advisors firm’s senior management, and strategic partners at Chairman’s Club in Sea Island, GA. This is Dave’s second year earning this prestigious honor! We look forward to continuing to elevate our practice to new heights for our clients!
Disclosure: Rankings and recognition are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.