Tim Vanech and Luis Raposo were recognized as 2016 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the fourth year in a row Mr. Vanech has been recognized, and the second year in a row for Mr. Raposo. 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 Swallow2016-02-10 15:01:412018-05-02 09:46:492016 Five Star Professional