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Local Financial Advisory Firm Receive’s Women’s Choice Award
“We are truly honored to receive this award,” states Susan Vollmer, president and owner of VIA. “We have always sought to provide trustworthy guidance and advice to our all of our clients, including women. Now, we are being recognized for our work specifically with women with a national award. We are very excited to be a part of this program. Women’s financial planning issues are a specific focus for my firm."
The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients. Advisors who qualify for the Award must go through an extensive evaluation process using 17 objective criteria. In addition, and to augment the evaluation process, the advisor’s clients are surveyed to obtain client feedback regarding service and practices. View VIA's profile on the WCA website here: http://www.womenschoiceaward.com/
“Women value a trusted partner who can help them sort through and manage the many choices and decisions they must make for their financial security and future," Susan adds. “We are dedicated to operating our business with integrity, commitment, flexibility and kindness tied together through excellence in client service.”
VIA Wealth Management is offering complimentary portfolio reviews for women to celebrate their new award-winning status. If you would like to schedule a review with Susan at VIA, please contact her at firstname.lastname@example.org.