Our commitment to providing financial guidance to our clients and a high level of personalized service has always been our top priority.
Palatine, IL (PRWEB) October 31, 2013
Guidant Wealth Advisors, a wealth management firm that specializes in retirement strategies and inheritance management, is pleased to announce Frank T. Patzke, CFP® has been named a Chicago Five Star Wealth Manager award winner for the second consecutive year. Award winners are featured in the November issue of Chicago Magazine. Since opening its doors to Chicago’s northwest suburbs in 1993, Guidant has served as vigilant guides assisting clients to make sound decisions about their wealth and legacy.
Frank T. Patzke, CFP® is the President of Guidant Wealth Advisors, a Registered Investment Advisory firm. Based in Palatine, Illinois and serving the surrounding communities including: Arlington Heights, Barrington, Northbrook and a nationwide client list, the firm is comprised of eight individuals and serves over 250 clients.
“Guidant Wealth Advisors is honored to be included in the 7% of wealth managers selected for this prestigious award,” said Patzke. “Our commitment to providing financial guidance to our clients and a high level of personalized service has always been our top priority.”
About Five Star Professional
The Five Star Wealth Manager Award is based on ten criteria associated with providing quality services to clients including credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.
The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners.
Five Star Professional follows standard survey practices used by other professional research organizations. The research also includes a regulatory review to provide necessary checks and balances.
Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers.
About Guidant Wealth Advisors
Your Goals, Our Guidance
Guidant Wealth Advisors, now celebrating its 20th anniversary, offers responsive, knowledgeable and unbiased guidance to assist clients to make sound decisions about their financial life.
Our expertise is in more than wealth management and investment asset allocation. We provide comprehensive fee-based financial planning and specialize in retirement strategies and inheritance management.
We are sensitive to each client’s unique financial needs and specialize in wealth management for individuals and families with assets of one million to ten million.
Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.