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, 68,500 high-net-worth residents in the Pittsburgh area and subscribers of Pittsburgh Magazine. An additional 7,500 surveys were sent to financial services industry professionals.
The resulting list of 2011 Five Star Wealth Managers represents those wealth managers in the Pittsburgh area that scored highest in client satisfaction. This list included thirty-two professionals from Hefren-Tillotson:
“We are very proud to have over 50% of our advisors recognized as Five Star Wealth Managers. This is especially meaningful to us as the research methodology allows no more than 7% of all wealth managers to be named a Five Star Wealth Manager. 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, Chairman and Chief Executive Officer.
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Hefren-Tillotson offers individual investors, businesses, and institutions unparalleled service in investment portfolio management and financial planning.