Steven Klimaszewski, CFP® of J Matrik Wealth Management Honored With the 2014 Five Star Wealth Manager Award

Share Article

Steven Klimaszewski, CFP® named one of Westchester’s outstanding wealth managers.

Five Star Professional is pleased to announce Steven Klimaszewski, CFP®, J Matrik Wealth Management, has been chosen as one of Westchester’s Five Star Wealth Managers for 2014.

Five Star Professional partnered with Westchester Magazine to recognize a select group of Westchester area wealth managers who provide quality services to their clients. Steven Klimaszewski, CFP® will be featured, along with other award winners, in a special section of the October issue.

“I think it is great to get recognition for a job I love doing. It is the satisfaction of helping my clients that keeps me going. To be recognized as a Five Star Wealth Manager in Westchester just increases that satisfaction,” Steven Klimaszewski, CFP® of J Matrik 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.

“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.

Steven Klimaszewski, 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.

Securities and Investment Advisory Services offered through NFP Advisor Services, LLC, member FINRA/SIPC. NFP Advisor Services, LLC is not affiliated with J Matrik Wealth Management.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 3,105 Westchester wealth managers were considered for the award; 283 (10% of candidates) were named Five Star Wealth Managers.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Alicia Streiber

Renu Chawla
Visit website