An Appreciated Pat on the Back
I’m grateful to have one of the best jobs in the world: helping people sort out and plan their financial futures. Heaven knows the financial landscape is no piece of cake and has only gotten more complicated since I began my career back in 1994. (Wasn’t I in my 20’s? No, wait, I forgot about my previous careers as a broadcast journalist and union business agent in the entertainment industry.) Anyway, as I gear up for another busy IRA contribution season, it’s a privilege to announce that Strong Financial Group has been named a 2010 Five Star Wealth Manager in the areas of financial planning, investments, estate planning and long term care. The recognition was in February’s Boston Magazine. Of the nearly 15,000 wealth managers in the Boston area, only 4% (536) made this year’s list.
The survey was conducted by Crescendo Business Services who contracted with Quantitative Market Intelligence (QMI), an independent third party research firm. Just over 200,000 high net worth individuals were asked (by mail or phone) to name and evaluate three wealth managers that they personally knew. The evaluations were in nine areas: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction.
I’m honored to be listed with so many of my fine colleagues. We all work hard to help our clients reach their financial goals despite obstacles that frequently seem to appear. I will work to continue earning that trust in the future. Until next time, here’s to good planning!
Congrats!!!
Congratulations Rosy!!!
That’s great!!
Hooray for you, Rosie! I love your newsletter and am glad your good work is being acknowledged.
Margy Rydzynski
I am not surprised. Congrats!
Terrific, Rosy! Congratulations!!!
Rosy – this is terrific news and well-deserved! Congrats.