Racine, WI (PRWEB) July 17, 2014
Five Star Professional is pleased to announce Thomas L. Bode, CPA/PFS, CFP®, Bode Financial Group Ltd., has been chosen as one of Milwaukee’ Five Star Wealth Managers for 2014.
Five Star Professional partnered with Milwaukee Magazine to recognize a select group of Milwaukee area wealth managers who provide quality services to their clients. Thomas L. Bode, CPA/PFS, CFP® is featured, along with other award winners, in a special section of the July issue.
“We have a unique approach at the Bode Financial Group, we look at retirement, legacy, educational, and insurance planning on the most comprehensive basis. We examine after tax retirement income and insurance protection to ensure outstanding client care. It is an honor to be given such a prestigious award,” said Thomas L. Bode, CPA/PFS, CFP® of Bode Financial Group Ltd.
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,” said Jonathan Wesser, Research Director, Five Star Professional.
Thomas L. Bode, CPA/PFS, CFP®’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. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.