Thank you to my clients for allowing me to serve you and your families now and in the future. My absolute belief is that everyone needs and deserves a quality financial plan.
Edison, NJ (PRWEB) February 12, 2016
John J. Suszynski III, RICP®, Wealth Navigators, is featured in a special section of the January issue of New Jersey Monthly as a 2016 Five Star Wealth Manager award winner.
Five Star Professional partnered with New Jersey Monthly to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field.
“I am honored and humbled to receive this recognition for a second year in a row,” says John J. Suszynski III, RICP®, of Wealth Navigators. “Back in 2008, I transitioned into the financial services industry, and since then, I’ve been collaborating with my clients to own their financial vision through fee-based financial planning. Complex goals like retirement don’t have to be that overwhelming, just as long as we take small, manageable steps to understanding the risks and rewards associated with your personal goals.”
The 2016 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.
“Thank you to my clients for allowing me to serve you and your families now and in the future. My absolute belief is that everyone needs and deserves a quality financial plan,” says John.
Wealth Navigators’ aspiration is to deliver a simple, yet powerful message: “Own Your Financial Vision.” The firm is built on two basic principles: innovation and stewardship. Wealth Navigators utilizes interactive financial planning technology to inspire and encourage their clients to plan for their financial future. In 2015, they launched an educational campaign series covering hot topics like Social Security and retirement income planning at local libraries and retirement communities around the New Jersey area. Their reputation is built on a long track record of being a continued resource to their clients.
“It is a privilege to present exceptional wealth managers with the Five Star award each year. These select wealth managers have worked hard to get where they are with a deep knowledge of their industry and care for their clients,” stated Lynn Hargreaves, VP, Research and Services Operations, Five Star Professional.
John J. Suszynski III’s Five Star award profile can be viewed here.
John Suszynski III offers securities through AXA Advisors, LLC, (NY, NY 212-314-4600), offers investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC, and offers insurance and annuity products through AXA Network, LLC. Wealth Navigators is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE 110813 (2/16)(Exp 2/18)
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. 4,143 New Jersey wealth managers were considered for the award; 626 (16 percent of candidates) were named 2016 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.com.