Providence, RI (PRWEB) January 14, 2015
Five Star Professional is pleased to announce Rick Campbell and Mark Lavallee, Financial Independence, LLC, have been chosen as two of Rhode Island’s Five Star Wealth Managers for 2015.
Five Star Professional partnered with Rhode Island Monthly to recognize a select group of Rhode Island area wealth managers who provide quality services to their clients. Rick Campbell and Mark Lavallee are featured, along with other award winners, in a special section of the January issue.
For the team at Financial Independence, it's not so much what we do, but why we do it. It's the core values of integrity, passion, caring, and balance which define who we are and engender the trust which is the cornerstone of our client relationships. - Rick Campbell
Our greatest reward is helping our clients take control of their financial life and make the best of their situation. We believe financial well-being and personal well-being are two sides of the same coin and there is no point in having one without the other. - Mark Lavallee
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.
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.