(PRWEB) September 06, 2013
ValuesQuest, a Wealth Management firm in Phoenix, AZ., today announced that its Founder and CEO, Peter Liefer, AIF®, has been named a 2013 FIVE STAR Wealth Manager by Phoenix Magazine for overall client satisfaction. Fewer than 3% of the 10,700 wealth managers in the Phoenix area were selected for this award. “It is an honor to be recognized. Our mission at ValuesQuest is to provide immense personal value to our clients and community,” said Liefer.
The 2013 FIVE STAR Wealth Manager list contains the wealth managers in a given market who score highest in overall satisfaction, based on an objective market research methodology that takes into account client evaluations in nine categories: integrity, communication, meeting of financial objectives, knowledge/expertise, quality of recommendations, customer service, value for fee charged, post-sale service, and overall satisfaction. Each wealth manager is also reviewed by peers, regulatory compliance boards, and a Blue Ribbon panel. The 2013 FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.
“This award is a testament to Peter Liefer’s commitment to outstanding customer service,” said Wayne Bloom, CEO of Commonwealth Financial Network®, ValuesQuest’s independent broker/dealer. “Peter Liefer truly understands client needs, and we congratulate him on this outstanding achievement.”
ValuesQuest has been providing individuals and organizations with financial guidance since 1999. Peter Liefer founded ValuesQuest after working for more than 20 years at Fortune 500 financial firms. During this time, he decided to create his own firm which put clients’ interests and values first. Located at 1741 East Morten Ave #C-1, Phoenix AZ 85020, the firm prides itself on crafting unique strategies for affluent families who want to use their money to make a difference in the world. For more information, please call 602.765.2224 or visit http://www.valuesquest.com.
Securities and Advisory Services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Adviser.