That’s why we are so pleased to announce we’ve received the 2016 Women’s Choice Award® for Financial Advisors!
The Women’s Choice Award® is the premier recognition award for well-qualified advisors who are committed to the women’s market and serving their female clients.
Achieving this award reaffirms our commitment to providing clients with extraordinary service as we address the special financial needs of women and their families.
Women earn less, live longer, spend more time away from work, and need more money in retirement than men. They desperately need access to objective, smart and unbiased financial advice so they can live their lives to the fullest and meet their financial goals.
Even though this award was given to us in recognition of the exemplary service we deliver to women, it underlines the commitment we make to all clients, and symbolizes the integrity, knowledge and service excellence we strive to deliver to each and every person we have the privilege to serve.
Advisors who qualify for the Award go through an extensive evaluation process using 17 objective criteria. The award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria. In addition, the advisor is required to submit letters of validation, substantiating their good standing at their current firm and/or the advisor’s clients are surveyed to obtain client feedback regarding service and practices.