Financial Advisor Andrew S. Perri Named HOUR Detroit Magazine Five Star Wealth Manager
Brighton, Michigan's own Financial Advisor, Andrew S. Perri, has been once again named a Five Star Wealth manager based upon overall client service. Less than 7% of wealth managers in Southeastern Michigan qualified this year.
Brighton, MI, October 20, 2012 --(PR.com)-- fivestarprofessional.com/wm2012researchoverview.htm
For the second time in three years, Andrew Perri, RFC, CWS, has been named a Five Star Wealth Manager by HOUR Detroit* and Five Star Professional. This year, fewer than seven percent of wealth managers in Southeastern Michigan qualified for the award, which is based on overall client service.
HOUR Detroit magazine and Five Star Professional** partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
As a financial advisor trained in behavioral finance, Perri focuses on values-based financial planning that recognizes the impact of emotions on financial decision-making. Perri has been providing financial planning and asset management services to individuals, families and businesses for 16 years. He received behavioral finance training with Bachrach & Associates in 2001, and continues his education in tactical portfolio management through ongoing training provided through Dorsey Wright and Associates.
He and his wife, Beth, live in Brighton, MI with their three children. Andrew Perri is President and founder of Pinnacle Wealth Management, Inc., located at 230 N. Second Street, Suite 200, Brighton, MI. To learn more about Pinnacle Wealth Management visit their website at: www.pinnaclewealthonline.com
Registered Representative of and Securities and Investment Advisory Services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Pinnacle Wealth Management is independent of BFCFS.
*Detroit Hour Magazine, June 2012
** http://www.fivestarprofessional.com/awards/find_a_professional.php?start=0&msa=28&prof_type=2&person_name=Perri&company_name=Search+for+company+name
For the second time in three years, Andrew Perri, RFC, CWS, has been named a Five Star Wealth Manager by HOUR Detroit* and Five Star Professional. This year, fewer than seven percent of wealth managers in Southeastern Michigan qualified for the award, which is based on overall client service.
HOUR Detroit magazine and Five Star Professional** partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
As a financial advisor trained in behavioral finance, Perri focuses on values-based financial planning that recognizes the impact of emotions on financial decision-making. Perri has been providing financial planning and asset management services to individuals, families and businesses for 16 years. He received behavioral finance training with Bachrach & Associates in 2001, and continues his education in tactical portfolio management through ongoing training provided through Dorsey Wright and Associates.
He and his wife, Beth, live in Brighton, MI with their three children. Andrew Perri is President and founder of Pinnacle Wealth Management, Inc., located at 230 N. Second Street, Suite 200, Brighton, MI. To learn more about Pinnacle Wealth Management visit their website at: www.pinnaclewealthonline.com
Registered Representative of and Securities and Investment Advisory Services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Pinnacle Wealth Management is independent of BFCFS.
*Detroit Hour Magazine, June 2012
** http://www.fivestarprofessional.com/awards/find_a_professional.php?start=0&msa=28&prof_type=2&person_name=Perri&company_name=Search+for+company+name
Contact
Pinnacle Wealth Management
Nadine Burns
810-220-6322
pinnaclewealthonline.com
810-220-6322
Contact
Nadine Burns
810-220-6322
pinnaclewealthonline.com
810-220-6322
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