Five Star Wealth Manager Award
I'm honored to have been named a 2015 Five Star Wealth ManagerSM* as seen in the recent January issue of New Jersey Monthly Magazine. This is the third consecutive year that I have received this elite award, which was given to less than 2% of the wealth managers in the New Jersey area.
Receiving this award these past three years has been very gratifying as an independent financial advisor. I thank those clients and peers who responded to the survey these past three years to vote me into this elite group. Your statement of trust and confidence is very meaningful to me and everyone at Economic Concepts. We will continue to work hard on your behalf to maintain it for many years to come.
2012-2013: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.