twenty-nine of their investment advisors as 2010 FIVE STAR Wealth Managers for the Pittsburgh area.
Crescendo Business Services, an independent research firm, conducted a survey to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction. Crescendo surveyed by mail and phone, 33,600 high-net-worth residents in the Pittsburgh area and subscribers of PITTSBURGH MAGAZINE. An additional 2,700 surveys were sent to financial services industry professionals.
The resulting list of 2010 FIVE STAR Wealth Managers represents those wealth managers in the Pittsburgh area that scored highest in client satisfaction. This list included twenty-nine professionals from Hefren-Tillotson:
“We are very proud to have over 50% of our advisors recognized as FIVE STAR Wealth Managers. It serves to prove to us that our meticulous approach to wealth management and high level of integrity is valued and recognized by our clients,” said Kim Tillotson Fleming, President.
Hefren-Tillotson, Inc., founded in Pittsburgh in 1948, is the oldest and largest full-service investment firm headquartered in Western Pennsylvania. Hefren-
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Hefren-Tillotson offers individual investors, businesses, and institutions unparalleled service in investment portfolio management and financial planning.