Bill Matthews Receives Elite FIVE STAR Wealth Manager Award
Bill Matthews of Matthews Financial Services was rated highest in overall satisfaction in in the Dallas area among financial advisors.
Carrollton, TX, July 17, 2010 --(PR.com)-- Bill Matthews, founder of Matthews Financial Services and Division Manager with NEXT Financial Group, Inc., member FINRA/SIPC, has been awarded the prestigious FIVE STAR Wealth Manager Award for 2010. He provides comprehensive financial planning to retirees and professionals in the Dallas area with an emphasis on retirement income planning and investments.
Bill has been recognized as one of the leading financial advisors in the nation. Twice he was voted as one of the best advisors in the country by “Worth” magazine and for three years received similar honors from “Medical Economics” as being one of the best planners for doctors. Bill has contributed several articles to national and local publications such as, The Wall Street Journal and the Dallas Morning News. He frequently speaks at major corporations and teaches at many area colleges. His unique approach utilizes a proprietary method to ascertain his clients’ vision, values, and goals. Based on these factors, he develops strategies to achieve what is important to them. In doing this, Bill develops long-term relationships with his clients based on integrity and superior service.
The final list of FIVE STAR Wealth Managers includes the wealth managers, of those evaluated, in the local market that scored highest in overall satisfaction; representing less than 7% of the wealth managers in the local market.
According to www.fivestarprofessional.com, The FIVE STAR Award is awarded by Crescendo Business Services and surveyed by QMI Research, an independent third party, which helps assist consumers in selecting wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale services, quality of recommendations and overall satisfaction. The survey, conducted by phone and mail, is sent to over 80,000 high net-worth households with an additional 4,350 surveys going to financial services industry professionals. Each wealth manager is then reviewed for any regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finally, it is reviewed by a blue ribbon panel comprised of knowledgeable individuals from within the financial services industry.
For more information, call (972) 242-7351 or email: bmatthews@nextfinancial.com. Matthews Financial Services is not an affiliate of NEXT Financial Group, Inc.
www.matthewsfinancial.com
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Bill has been recognized as one of the leading financial advisors in the nation. Twice he was voted as one of the best advisors in the country by “Worth” magazine and for three years received similar honors from “Medical Economics” as being one of the best planners for doctors. Bill has contributed several articles to national and local publications such as, The Wall Street Journal and the Dallas Morning News. He frequently speaks at major corporations and teaches at many area colleges. His unique approach utilizes a proprietary method to ascertain his clients’ vision, values, and goals. Based on these factors, he develops strategies to achieve what is important to them. In doing this, Bill develops long-term relationships with his clients based on integrity and superior service.
The final list of FIVE STAR Wealth Managers includes the wealth managers, of those evaluated, in the local market that scored highest in overall satisfaction; representing less than 7% of the wealth managers in the local market.
According to www.fivestarprofessional.com, The FIVE STAR Award is awarded by Crescendo Business Services and surveyed by QMI Research, an independent third party, which helps assist consumers in selecting wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale services, quality of recommendations and overall satisfaction. The survey, conducted by phone and mail, is sent to over 80,000 high net-worth households with an additional 4,350 surveys going to financial services industry professionals. Each wealth manager is then reviewed for any regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finally, it is reviewed by a blue ribbon panel comprised of knowledgeable individuals from within the financial services industry.
For more information, call (972) 242-7351 or email: bmatthews@nextfinancial.com. Matthews Financial Services is not an affiliate of NEXT Financial Group, Inc.
www.matthewsfinancial.com
###
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Kim Kham
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Kim Kham
877-876-6398
www.nextfinancial.com/Default.aspx
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