I am honored to be named as one of the elite wealth managers included in the 3% selected from the Philadelphia metro area from among the many qualified and distinguished financial advisors who were in consideration this year,
Feasterville, PA (PRWEB) November 01, 2012
Scott E. Holstein, founder and CEO of Prudent Wealth Management, Inc., in Bucks County, Pennsylvania has been named in Philadelphia magazine as a Five Star Wealth Manager.
"I am honored to be named as one of the elite wealth managers included in the 3% selected from the Philadelphia metro area from among the many qualified and distinguished financial advisors who were in consideration this year," said Mr. Holstein. "I attribute my inclusion as a Five Star Wealth Manager to a commitment to world-class service, client education, integrity and uncompromising investment discipline."
Holstein’s focus is on financial, retirement and estate planning, providing portfolio advisory and other financial services to his individual and corporate clients through Walnut Street Securities, Inc., as a Registered Representative and Investment Advisor Representative. He has earned the Certified Public Accountant, Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™, practitioner designations who holds several security registrations including the series 7, 8, 24, 63, and 65 along with multiple state and lines insurance licenses. Holstein holds a B.S. in Accounting from Pennsylvania State University.
This list results from extensive research and analysis. Crescendo, a third-party research firm, administers a survey, by mail and phone, to 1 in 4 high-net-worth households and registered representatives to evaluate the wealth managers in a metropolitan area. The evaluation is based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, the final list of Five Star Wealth Managers scoring highest in overall satisfaction and representing approximately 3% of the wealth managers in this metropolitan area. Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
Prudent Wealth Management, Inc., offers clients personalized financial strategies and provides professional and knowledgeable advice in many areas of financial services including retirement and estate planning. The firm is located at 221 W. Street Road, Feasterville, PA 19053. For more information please visit http://www.scottholstein.com.
For more information contact:
Susan Shultz, Office Manager
info (at) scottholstein (dot) com
The 5 Star award is granted by Crescendo, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer. For more information please visit fivestarprofessional.com/wmresearch.
Securities and investment advisory services offered through Walnut Street Securities, Inc. (member FINRA/SIPC), a registered investment advisor. Certain advisory services and financial planning services offered through PFG Financial Advisors, a registered investment advisor. Neither Prudent Wealth Management nor PFG Financial Advisors are affiliated with Walnut Street Securities, Inc. L0912282032[exp0913]