We are pleased to announce that Pinnacle Financial Advisors is among the 2% of Philadelphia region’s wealth management firms chosen to be a 2010 FIVE STAR Wealth Manager. Designated FIVE STAR award winner, Harry Scheyer CPA/PFS, CFP, is featured with Jeff Metz CFP, Elaine Cantarella EA, and Danielle Rothberg CFP in a special section of the November 2010 Philadelphia Magazine.
The FIVE STAR Wealth Manager SM Award Program and its research process adhere to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. Wealth managers do not pay a fee to be included. The selection process is based on a combination of direct client and industry professional feedback to a survey administered by QMI Research . Wealth managers that meet the identified standards must then pass a screen of their regulatory compliance history before being awarded the FIVE STAR designation.
To learn more about how Pinnacle Financial Advisors was chosen for this award click here. |
