I would like to sincerely thank my clients for the opportunity to serve them and for allowing me to build invaluable professional and personal relationships over all these years.
Owings Mills, MD (PRWEB) December 30, 2015
Five Star Professional is pleased to announce Marina Sidelnikova, Glass Jacobson Financial Group, has been chosen as one of Baltimore’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Baltimore magazine to recognize a select group of Baltimore-area wealth managers who provide quality services to their clients. Marina will be featured, along with other award winners, in a special section of the February issue.
“Glass Jacobson Financial Group was founded in 1962 and is a full-service CPA and wealth management firm headquartered in Owings Mills, Maryland. The firm specializes in working with business owners of companies operating in technology, construction, real estate, and medical and dental services. Glass Jacobson employs more than 70 people between its Owings Mills and Rockville offices and serves both national and international clients through its affiliation with Integra International, an association of independent accounting, tax, audit and consulting firms throughout the United States and the world,” says Marina.
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.
“I would like to sincerely thank my clients for the opportunity to serve them and for allowing me to build invaluable professional and personal relationships over all these years. It is a recognition that made me feel proud of the quality of work I do for Glass Jacobson clients,” says Marina.
“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,” says Lynn Hargreaves, VP, Research and Services Operations, Five Star Professional.
Marina Sidelnikova’s Five Star award profile can be viewed here.
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 10 objective 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: 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. 1,215 Baltimore wealth managers were considered for the award; 356 (30 percent of candidates) were named 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.