Each year St. Louis Magazine partners with Crescendo Business Services, and independent research firm, to survey consumers and financial wealth managers and determine which managers score highest in overall client satisfaction. This is determined by 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. The company Lapidus keeps is elite—less than five percent of St. Louis wealth managers are included.
Jeff Lapidus is well known as “The Retirement Coach” in St. Louis. He is the host of the popular radio show, Straight Talk on Retirement, Saturdays at 3-4pm on KTRS 550 AM. Lapidus has developed a specialty in coaching baby boomers and retirees and discusses various methods aimed at creating a winning game plan during retirement.
Follow the link to the PDF document of the actual magazine pages:
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a Registered Investment Adviser. JBL Financial Services, Inc. and NPC are separate and unrelated companies.
Award is based on a survey conducted by an independent third party. The opinions of those who responded to the survey may not be representative of the experience of others. The Five Star award is not based on investment performance nor is it an indication of future performance. Respondents were not paid to participate in this survey.
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Jeff Lapidus is well known as “The Retirement Coach” in St. Louis. He is the host of the popular radio show, "Straight Talk on Retirement,"