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Lou Melone, CFP® commented, “By incomes this honor, Branden has demonstrated an excellent dedication to his shoppers.”
AUBURN HILLS, Mich. (PRWEB)
March 23, 2023
Lou Melone, CFP® has been named a Five Star Wealth Manager for the twelfth consecutive yr and Branden Carney, CFP® has been named a Five Star Wealth Manager for 2023.
The Five Star Wealth Manager award relies on goal analysis standards. Five Star Professional’s analysis workforce evaluates candidates from throughout main markets yearly on ten standards related to excellent service. Each award winner exhibits a dedication to shoppers, robust business credentials and has been evaluated on the standard of his or her apply.
The Five Star Wealth Manager award program relies on a rigorous, multifaceted analysis methodology, which includes enter from friends and agency leaders together with consumer retention charges, business expertise and an intensive regulatory historical past overview.
Lou Melone, CFP® commented, “By incomes this honor, Branden has demonstrated an excellent dedication to his shoppers.”
It is essential to notice that doubtlessly 1000’s of advisors are thought of for the award and traditionally lower than 20 p.c obtained the award in any considered one of 45 main markets. The award course of is carried out yearly. Award winners can’t pay a payment to be included within the analysis or the ultimate listing of award recipients.
In order to think about a broad inhabitants of high-quality wealth managers, award candidates are recognized by considered one of three sources: agency nomination, peer nomination, or pre-qualification based mostly on business standing. Self-nominations aren’t accepted.
About Melone Private Wealth
Clients belief Melone Private Wealth’s monetary planners as a result of they supply peace of thoughts whereas defending and rising their wealth.
Financial planners at Melone Private Wealth present complete monetary planning methods for increased net-worth households to assist defend, protect, and develop their present ranges of wealth and plan for retirement.
The workforce at Melone Private Wealth is concentrated on serving to reply two crucial questions, which most buyers need: Do you realize precisely how a lot cash it’s going to take so that you can retire? Do you understand how a lot cash it’s going to take to stay comfortably retired? For extra data, please go to: https://www.meloneprivatewealth.com/
About Five Star Professional
Five Star Professional conducts market analysis to outline and promote skilled excellence within the professions we serve. The Five Star designation assists shoppers in choosing a service skilled that different shoppers have indicated distinctive consumer satisfaction and repair. The score isn’t indicative of the wealth manager’s future efficiency. Five Star Professional joins forces with metropolis and regional magazines to make the analysis outcomes out there to shoppers and promote Five Star-designated professionals in additional than 45 markets throughout the United States. Five Star Professional was based in 2003 and relies in Egan, Minnesota. Visi https://fivestarprofessional.com to study extra.
