Friday, March 16, 2012

Five Star Wealth Manager Award

We are honored to announce that Candy J. Lee has been selected as a Five Star Wealth Manager by the most widely published wealth manager for 2012 & 2013 award program in North America.  Fewer than 7% of wealth managers were chosen, based on an evaluation of objective criteria associated with advisors who provide quality services to their clients.  Candy extends a special thank you to all of her clients who have made receiving this honor possible.   

Five Star Wealth Managers met 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 

For specific research methodologies click here
For details on the top 10 objective criteria click here