Ann Arbor, MI (PRWEB) May 29, 2014
Five Star Professional is pleased to announce Lorraine Beechuk, Raymond James Financial Services, has been chosen as one of Detroit’s Five Star Wealth Managers for 2014.
Five Star Professional partnered with HOUR Detroit and DBusiness magazines to recognize a select group of Detroit area wealth managers who provide quality services to their clients. Lorraine Beechuk, MBA is featured, along with other award winners, in a special section of the June issue.
“My clients benefit from a solid investment plan based on understanding their financial goals, knowing when they will need to use their money and what they will be using it for. Also, critical to the investment process, are client meetings on a regular basis to determine if any life events have changed their risk tolerance or time horizon." - Lorraine M. Beechuk, MBA
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.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” Jonathan Wesser, Research Director, Five Star Professional.
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.