'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,' Jim Olson, CEO.
Scottsdale, AZ (PRWEB) May 15, 2014
Five Star Professional is pleased to announce Stephen Lomsdalen, Lomsdalen wealth Management, has been chosen as one of Phoenix’s Five Star Wealth Managers for 2014.
Five Star Professional partnered with PHOENIX magazine to recognize a select group of Phoenix area wealth managers who provide quality services to their clients. Stephen Lomsdalen will be featured, along with other award winners, in a special section of the September issue.
"I love helping individuals plan for retirement and to be recognized for my industry commitment. It's a privilege to be included in this year's prestigious list of award-winning wealth managers. I have been serving the needs of retirement minded investors for more than 20 years and I take great pride in helping my clients get clear about their goals, create a vision for the future and a establish a retirement income plan, they can have confidence in. I accomplish this through education, guidance and open communication," Stephen Lomsdalen of Lomsdalen Wealth Management.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“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,” Jim Olson, CEO, Five Star Professional.
Stephen Lomsdalen’s Five Star award profile can be viewed here.
About the research process:
Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Click here for detailed information on the Five Star Wealth Manager research methodology or visit http://www.fivestarprofessional.com.
Stephen Lomsdalen is registered with and securities and investment advisory services are offered through Brokers International Financial services, LLC. Panora, IA. Member FINRA/SIPC. Brokers International Financial Services, LLC and Lomsdalen Wealth Management are not affiliated companies.