Five Star Professional Awards The 2018 Five Star Wealth Manager Award To Grant Holdren , CFP®, CLU®, Allied Financial Consultants, LLP
Grant Holdren, CFP®, CLU®, of Allied Financial Consultants, LLP is featured in Wall Street Journal, Philadelphia Magazine and Forbes as a 2018 Five Star Wealth Manager award recipient. Holdren also received this distinguished honor in 2017.
NEWTOWN, Pa., Feb. 14, 2019 /PRNewswire-PRWeb/ -- Five Star Professional announces Grant Holdren, CFP®, CLU®, Allied Financial Consultants, LLP, has once again been recognized as one of Philadelphia's Five Star Wealth Managers for 2018.
"Allied Financial Consultants, LLP is a comprehensive financial services firm committed to helping clients improve their long-term financial success," says Holdren. "We do more than just investment planning. We are a one-stop financial center, delivering customized programs that are designed to help grow, protect, and conserve our clients' wealth."
"The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional's research team evaluates candidates from across major markets annually on ten criteria associated with outstanding service. Each of our award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Grant Holdren, CFP®, CLU®, has met these criteria and has been honored with the 2018 Five Star Wealth Manager," explains Jonathan Wesser, VP, Operations Five Star Professional.
Grant Holdren, CFP®, CLU®, is featured, along with other award winners, in Forbes, Wall Street Journal and Philadelphia Magazine.
"Receiving this award reinforces my goal as a trusted advisor and educator of the people I work with," says Holdren. "I strive every day to provide our firm's clients with the necessary information and direction to be confident in their financial future. The Five Star Wealth Manager Award is confirmation that I am on the right path."
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. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm 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 settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints 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; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. 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.
3,721 Philadelphia area wealth managers were considered for the award; 439 (12 percent of candidates) were named 2018 Five Star Wealth Managers.
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.
SOURCE Allied Financial Consultants, LLP
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