For the second year in a row, Tim Vanech was recognized as a Five Star Wealth Manager by Boston magazine and Five Star Professional. 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%.
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 firstname.lastname@example.org https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png email@example.com 19:06:022018-12-09 19:06:262014 Five Star Professional