James E. Knee Recognized as One of 2011 New Hampshire Five Star Wealth Managers
Concord, NH, October 27, 2011 --(PR.com)-- Five Star Professional has named James E. Knee as one of the New Hampshire recipients of the 2011 Five Star Wealth Manager award. The award winner appeared in a special section in the October issue of New Hampshire Magazine. Five Star Professional partnered with New Hampshire Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than three percent of the 8,500 wealth managers in the New Hampshire area were selected.
A survey was provided to approximately one in four high-net-worth-households (more than 65,000 consumers), and 3,500 financial services professionals within the New Hampshire area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com
Sterling Financial Services, LLC, is a Registered Investment Advisory Firm located in Concord, New Hampshire, serving the New England area offering Individuals, Corporations and Non Profit Organizations: Investment Management or Second Opinion; Strategic Alliances with Fidelity Investments, Pershing and Investors Capital Corporation Member FINRA/SIPC; Independent, Unbiased, Objective Investment Advice; Retirement Income Planning and Solutions; Investment Planning Services; Estate and Wealth Management Services.
James E. Knee may be reached at (603) 224-1010 or info@SterlingFinancial.Co. Please feel free to visit on the web at www.SterlingFinancialServices.net.
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A survey was provided to approximately one in four high-net-worth-households (more than 65,000 consumers), and 3,500 financial services professionals within the New Hampshire area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com
Sterling Financial Services, LLC, is a Registered Investment Advisory Firm located in Concord, New Hampshire, serving the New England area offering Individuals, Corporations and Non Profit Organizations: Investment Management or Second Opinion; Strategic Alliances with Fidelity Investments, Pershing and Investors Capital Corporation Member FINRA/SIPC; Independent, Unbiased, Objective Investment Advice; Retirement Income Planning and Solutions; Investment Planning Services; Estate and Wealth Management Services.
James E. Knee may be reached at (603) 224-1010 or info@SterlingFinancial.Co. Please feel free to visit on the web at www.SterlingFinancialServices.net.
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Contact
Sterling Financial Services, LLC
James Knee
603-224-1010
www.sterlingfinancialservices.net
Contact
James Knee
603-224-1010
www.sterlingfinancialservices.net
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