Tim Vanech and Luis Raposo were recognized as 2015 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the third year in a row Mr. Vanech has been recognized, and Mr. Raposo is a first-time recipient. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to be actively working as credentialed professionals in financial services for at least 5 years, have favorable regulatory and complaint history reviews, and must be accepting new clients. Among the 5 evaluation criteria, the researchers examined client retention rates, number of households served, and education and professional designations. The average one-year client retention rate of this year’s award winners is more than 96%.
http://www.shorepointpartners.com/2016/wpinhere/wp-content/uploads/2016/07/shorepoint-logo_white-transparent_alt-300x173.png 0 0 Bryan Swallow http://www.shorepointpartners.com/2016/wpinhere/wp-content/uploads/2016/07/shorepoint-logo_white-transparent_alt-300x173.png Bryan Swallow2015-02-25 14:56:202018-05-02 09:46:492015 Five Star Professional