Sherman Oaks, CA (PRWEB) January 31, 2014
Recognizing the industry’s leading wealth managers for their ability to provide unparalleled service to clients, Five Star Professional and Los Angeles Magazine have honored The Warren Group Wealth Management, Inc.’s President, Daniel J. Warren, with the 2014 Five Star Wealth Manager award for his outstanding service as a professional.
The Five Star Wealth Manager acclamation is awarded to an elite group of wealth managers in Los Angeles. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history. 6,088 award candidates in the Los Angeles area were considered for the Five Star Wealth Management award. 319 (approximately 6%) of the award candidates were named 2014 Five Star Wealth Managers.
“It is an honor to be recognized for client satisfaction, as it is The Warren Group Wealth Management’s mission to provide the best personalized service to our clients,” said Warren. “Our clients’ confidence is of utmost importance to this firm.”
As part of the research process for the 2014 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2014 Five Star Wealth Managers in more than 40 major markets. This year, Five Star partnered with Los Angeles magazine to complete their research.
The Warren Group Wealth Management, Inc. is a comprehensive financial services firm, using a holistic approach in helping clients improve their long term financial success. The Warren Group Wealth Management, Inc. focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice. The Warren Group is dedicated to offering a meaningful alternative to traditional investment brokerage firms by providing comprehensive planning without the proprietary product bias that has become so prevalent in the financial industry. Their team of Tax and Estate Professionals, collectively have the knowledge and experience to provide customized solutions tailored to their clients’ unique business or personal needs.
For more information: http://www.warrengroupwealth.com or 818-817-3111.
Securities offered through Western International Securities, Inc. Member FINRA & SIPC
The Warren Group Wealth Management, Inc. and Western International Securities, Inc. are separate and unrelated companies.