Veronica Aaron, Regional Vice President of Householder Group Estate & Retirement Specialists, Honored as 2015 Five Star Wealth Manager.
Orange County, CA (PRWEB) November 10, 2014 -- Veronica Aaron from Householder Group Estate and Retirement Specialists was recently recognized as a 2015 Five Star Wealth Manager, a distinction awarded to less than 7% of wealth managers in the Los Angeles metropolitan area. Aaron, was evaluated on 10 key factors, including client retention rates, client assets administered and favorable regulatory and complaint histories.
“I have focused on providing personal service, innovative strategies and unbiased guidance for the past 19 years, and it is an honor to be recognized for those efforts,” says Aaron. “Being named as a Five Star Wealth Manager demonstrates my commitment to placing my clients’ best interest first and helping them gain confidence in their financial future.”
About Five Star Professional
Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers.
About Householder Group Estate & Retirement Specialists
Based in Scottsdale, AZ, Householder Group is a financial planning firm, specializing in financial advisory services and retirement and estate planning for mass affluent and high-net-worth private clients and for businesses. It supports a network of 40 independent financial advisors across the United States, predominantly on the West Coast, in the South, and throughout the Southeast. Its investment philosophy is to provide fully independent financial advice that puts the interests of its clients first. Householder Group provides its independent financial advisors with leading-edge infrastructure combined with a comprehensive, turnkey marketing and branding program and complete practice management support. Householder Group was formed in 1997 by Scott Householder, who serves as its CEO. For more information, please visit http://www.householdergroup.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
Amzi Marsh, Householder Group Estate & Retirement Specialists, http://www.householdergroup.com, 602-604-0600 Ext: 264, [email protected]
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