"I came into this industry because I felt a need to help people understand their financial choices and be in control of their future.”
NEWTOWN, Pa. (PRWEB) January 05, 2018
Five Star Professional is pleased to announce Grant Holdren, CFP®, CLU®, Allied Financial Consultants, LLP, has been chosen as one of Philadelphia’s Five Star Wealth Managers for 2017.
“Allied Financial Consultants, LLP is a comprehensive financial services firm committed to helping clients improve their long-term financial success,” says Grant Holdren, CFP®, CLU®, of Allied Financial Consultants, LLP. “We utilize a strategic alliance with a CPA firm to provide a holistic approach to financial planning. I came into this industry because I felt a need to help people understand their financial choices and be in control of their future.”
Five Star Professional recognizes a select group of Philadelphia-area wealth managers who provide quality services to their clients. Grant Holdren, CFP®, CLU®, is featured, along with other award winners, in Forbes, Wall Street Journal and Philadelphia Magazine.
“This award is a reflection of not just my work, but of the people who have given me the opportunity to do what I love — helping people meet their goals, build their legacies, send a child to college or buy a home,” says Grant. “I get to help people build lives they’ve always dreamed of, and to be recognized for doing that is a great honor.”
The Five Star Wealth Manager award program is the largest and most widely published wealth manager 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,” stated Dan Zdon, CEO, Five Star Professional.
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 (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*); 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. 4,696 Philadelphia wealth managers were considered for the award; 805 (18 percent of candidates) were named 2017 Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Allied Financial Consultants, LLP, Gilbert, Wilson & Hunter, LLP and Cambridge are not affiliated. Allied Financial Consultants, LLP provides financial planning services. Gilbert, Wilson & Hunter, LLP is a public accounting firm. Cambridge does not provide tax advice.