I got into this business beacuase I genuinely like helping people. What better way to earn a living than helping others reach their goals. That is a win-win scenario.
Elmsford, NY (PRWEB) September 01, 2015
“J. Matrik Wealth Management is a financial services firm where our representatives use a comprehensive approach to help our clients achieve their financial goals. Whether our clients are striving to reach accumulation goals as young professionals or realize income needs during retirement years, the professionals of J. Matrik Wealth Management use an in-depth financial planning process to help identify an appropriate plan and then customize strategies to execute the plan. Our primary focus is a creating a distribution plan for our clients so that they may realize an Income for Life,” says Steven Klimaszewski, CFP®, CFS® of J. Matrik Wealth Management.
Five Star Professional is pleased to announce Steven Klimaszewski, CFP®, CFS, J. Matrik Wealth Management, has been chosen as one of Westchester’s Five Star Wealth Managers for 2015.
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®, CFS® will be/is featured, along with other award winners, in a special section of the August issue.
“We are in business due to our clients. All of our success is due to our relationships with our clients and we thank them for the opportunity to share in their lives. I got into this business because I genuinely like helping people. What better way to earn a living than helping others reach their goals. That is a win-win scenario.” says Steven Klimaszewski, CFP®, CFS® 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.
“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.” says Dan Zdon, CEO, Five Star Professional
Steven Klimaszewski’s Five Star award profile can be viewed here.
About the research process:
Now entering its 13th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States to identify premium service professionals. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on ten obecective 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.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 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; feedback may not be representative of any one client’s experience; 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. Evaluation criteria – considered: 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 placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,333 Westchester wealth managers were considered for the award; 288 (22 percent of candidates) were named 2015 Five Star Wealth Managers.