La Mesa, CA: Reilly Financial Advisors, LLC, a leading provider of Investment, retirement and Wealth Management services, today announced that it has been selected by Goldline Research as one of leading Wealth Managers of Southern California for 2009. The list of leading Wealth Managers of Southern California is scheduled to be published in the June 22nd issue of Forbes.
“Acknowledgements of this kind are always appreciated. They reaffirm the degree to which RFA’s efforts to strengthen each client’s financial position have been realized over a number of often challenging years. They also raise the bar measuring client service to an even higher level, which is exactly the motivation we want in place every year to provide every client ever more exceptional investment and wealth management results.” said Donald Reilly, Chief Executive Officer, of Reilly Financial Advisors.
“Those selected provide extensive client service that exceeds the industry standard,” said George Shaeffer, Analyst, Goldline Research. “We believe that they are setting the benchmarks for the industry as a whole.”
More than 2,100 Securities and Exchange Commission registered investment advisors and more than 5,100 individuals holding a Certified Financial Planner (CFP®) designation were identified in the region during the research, which was completed in May 2009.
About Goldline Research
Goldline Research (www.goldlineresearch.com)
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