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Follow on Google News | BGEMD Accountant Receives FIVE STAR Wealth Manager AwardLori Eads of BGEMD Capital Advisors, LLC was rated highest in overall satisfaction in the Dallas/Fort Worth area for financial advisors.
By: BGEMD Capital Advisors, LLC Texas Monthly, partnered with Crescendo Business Services, an independent research firm, to identify the highest ranking wealth managers in the Dallas/Fort Worth (DFW) area. Crescendo administered the survey via mail and phone to approximately 1 in 5 high-net-worth households within the DFW area, along with 6,000 service industry professionals. Recipients of the survey were asked to identify wealth managers that they have a personal relationship with and to evaluate them based on nine criteria: customer service, integrity, knowledge/expertise, communications, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. The resulting list of 2010 FIVE STAR Wealth Managers represents less than 3 percent of the wealth managers in the DFW area. The 2010 list will be published in the August issue of Texas Monthly for the DFW community. For more information contact Lori Eads @ 972.231.2503 or info@bgemdcapitaladvisors.com. # # # Our mission is to provide timely and accurate financial, tax and consulting services to our clients so that they have a confident and satisfied state of mind. End
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