Exceptional Twin Cities Wealth Managers, Joe Yard and Christopher Yard of Integrity Financial Group Earn the 2017 Five Star Wealth Manager Award
Five Star Professional partnered with Mpls.
"As a CFP, I help pre-retirees and the recently retired develop strategies to achieve their goals. In three decades of service, I have served generations of families.
The 2017 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.
"It has been a great year for
"Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve," stated
The Five Star Wealth Manager award, administered by
Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,304
Read the full story at http://www.prweb.com/releases/JoeYard/ChristopherYard/prweb14148735.htm
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