Customer Service
Integrity
Knowledge/Expertise
Communication
Value For Fee Charged
Meeting of Financial Objectives
Post Sale Service
Quality of Recommendations
Overall Satisfaction
* Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at http://www.fivestarprofessional.com/2011/research.php. Third-party ranking and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
Larsen Wealth Management and the FIVE STAR program are not affiliated