Pasadena, CA (PRWEB) November 09, 2016
Recognizing the industry’s leading wealth managers for their ability to provide unparalleled service to clients, Five Star Professional and Los Angeles magazine have honored The Warren Group Wealth Management, Inc.’s President, Daniel J. Warren, with the 2016 Five Star Wealth Manager award for his outstanding service as a professional.
The Five Star Wealth Manager award is given to an elite group of wealth managers in Los Angeles. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history. 2,374 award candidates in the Los Angeles area were considered for the Five Star Wealth Manager award. 298 (approximately 13%) of the award candidates were named 2016 Five Star Wealth Managers.
“It is an honor to be recognized for providing quality service, as it is The Warren Group Wealth Management’s mission to provide the best personalized service to our clients,” said Warren. “Our clients’ confidence is of utmost importance to this firm.”
As part of the research process for the 2016 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2016 Five Star Wealth Managers in more than 40 major markets. Once again this year, Five Star Professional partnered with Los Angeles magazine to feature the winners of the award.
The Warren Group offers securities through Western International Securities, Inc., a member of FINRA and SIPC. Through its clearing agreements with Fidelity Clearing & Custody Solutions℠ (and broker/dealer National Financial Services LLC) and Wedbush Securities, Western is able to provide its Advisors with the financial services and support they need to grow their business effectively. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices nationwide.
Fidelity Clearing & Custody Solutions℠ and National Financial Services LLC (a member of NYSE and SIPC) are independent organizations not affiliated with the other parties mentioned above. Wedbush Securities, a member of FINRA, NYSE and SIPC, is the largest subsidiary of holding company WEDBUSH, Inc.
The Warren Group Wealth Management, Inc. is a comprehensive financial services firm, using a holistic approach in helping clients improve their long term financial success. The Warren Group Wealth Management, Inc. focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice. The Warren Group is dedicated to offering a meaningful alternative to traditional investment brokerage firms by providing comprehensive planning without the proprietary product bias that has become so prevalent in the financial industry. Their team of Tax and Estate Professionals, collectively have the knowledge and experience to provide customized solutions tailored to their clients’ unique business or personal needs. The Warren Group Wealth Management, Inc. and Western International Securities, Inc. are separate and unrelated companies.
For more information: http://www.warrengroupwealth.com or 818-817-3111.
Fidelity Clearing and Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 200 Seaport Boulevard Boston, MA 02210.
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