StrategicPoint Receives Three Five Star Wealth Manager Awards for 2011
January 2011 – Betsey Purinton, CFP®, Daniel Legault, CFP®, and Sean Giles have all received the Rhode Island Monthly and Rhode Island Business Quarterly’s (RIBQ) 2011 Five Star Wealth Manager Award. Fewer than 5 percent of the wealth managers in the Rhode Island area were selected. The final 2011 list of "Five Star Wealth Managers" is published in the January issue of Rhode Island Monthly and in the winter edition of RIBQ.
Betsey Purinton, CFP®, Managing Director and CIO, specializes in unique planning issues facing women and wealth management to individual clients. Daniel Legault, CFP®, Senior Financial Advisor, specializes in designing a retirement income plan for professionals near or in retirement. Sean Giles, Financial Advisor, provides advice on group retirement plans and wealth management to individual clients.
An independent third-party, Crescendo Business Services, presented the Five Star Award to assist consumers in selecting a wealth manager who provides his or her clients with exceptional overall satisfaction, as indicated by other consumers and industry peers.
Crescendo surveyed more than 51,000 high-net-worth households by mail and phone in the Rhode Island area. Recipients were asked to evaluate their wealth managers based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
 Full article: http://www.fivestarprofessional.com/fiveStarAssets/pdfs/sections/section32Managers.pdf
To learn more about the Five Star Professional Program, visit: http://www.fivestarprofessional.com/2011/
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