We are honored that Westchester Magazine included us on their prestigious list. It is a tribute to the entire team at RLP Capital that we received this acknowledgment in the midst of one of the most challenging years we and our clients have ever faced
New York, NY (PRWEB) August 21, 2009
Jeremy Paul, JD, CFP®, Managing Partner of RLP Capital, Inc., was recently honored as a 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager. The honorees, chosen based on a survey of high-net-worth residents in the Westchester, NY area, were listed in the August issue of Westchester Magazine.
"We are honored that Westchester Magazine included us on their prestigious list. It is a tribute to the entire team at RLP Capital that we received this acknowledgment in the midst of one of the most challenging years we and our clients have ever faced" said Jeremy Paul. 'We would also like to thank those that participated in the survey and are pleased that they have validated our continued commitment to the highest levels of client satisfaction and service."
To complete the survey, Westchester Magazine formed a partnership with Crescendo Business Services, an independent research firm, to identify the "best in client satisfaction" wealth managers serving the Westchester area. In December, Crescendo surveyed 32,000 high-net-worth residents (by mail and phone) in the Westchester area, as well as subscribers to Westchester Magazine. An additional 3,750 surveys were sent to leaders of select financial service industry companies.
Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.
Each wealth manager was also reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. In addition, a blue-ribbon panel comprised of knowledgeable individuals from within the financial services industry provided reviews of the wealth managers eligible for the award. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.
The resulting list of 2009 FIVE STAR Wealth Managers represents those wealth managers in the Westchester area that scored highest in client satisfaction. These wealth managers represent less than seven percent of the wealth managers in the Westchester area.
About RLP Capital, Inc.:
RLP Capital, Inc. is an independent financial services firm specializing in providing comprehensive financial planning and wealth management solutions to individuals, families, fiduciaries, small businesses and corporations. Its services include financial planning, asset management, insurance consulting, tax planning, and corporate retirement plan consulting. Located in Midtown Manhattan at 275 Madison Avenue, RLP Capital has been in business for over 15 years and its members include CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, ACCREDITED INVESTMENT FIDUCIARIES™, and Attorneys.
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The opinions of those who responded to the survey may not be representative of the experience of others who did not respond. The Five Star award is not based on investment performance nor is it an indication of future performance. Respondents were not paid to participate in the survey.