“The Diamond Group Wealth Advisors team and I are truly honored to be named among such a prominent list of well-respected wealth managers,” said Marilyn Suey.
SAN RAMON, Calif. November 16, 2017
Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce Marilyn Suey has been chosen as a Five Star Wealth Manager for 2017. This is their highest award for Wealth Managers and is based on ten criteria including credentials, education, regulatory and complaint history, number of client households served and other criteria. The list was published in the November issue of the Diablo Magazine.
“The Diamond Group Wealth Advisors team and I are truly honored to be named among such a prominent list of well-respected wealth managers,” said Marilyn Suey. “It is our commitment and passion to build long-term relationships based on excellence in service and highest levels of trust that has allowed us to continue to help a growing number of people make better decisions about their money and their journey toward financial independence.”
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“We congratulate Marilyn Suey and her team at The Diamond Group Wealth Advisors for being named a Five Star Wealth Manager,” said Daxs Stadjuhar, President and CEO, The Financial Services Network. “We look forward to our continued success working together in support of our clients and our community.”
About the research process:Now entering its 14th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.
Self-nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.
About The Financial Services Network
When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals in order to ensure that they have the support needed to help you plan for your financial future.
One of those key relationships is The Financial Services Network (The Network). The Network was founded over three decades ago with a singular purpose of supporting independent financial advisors. The Network’s diverse team includes a highly experienced group of business, investment and compliance professionals serving the needs of a select group of financial advisors who share a common bond of excellence and desire to elevate their practices. The Network’s mission is to bring experience, expertise, and passion into partnerships so that advisors can focus on helping clients navigate their path to achieving financial security. The Diamond Group Wealth Advisors has been a partner office of The Financial Services Network since 2016.
About The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning process that enables our clients to build their customized Prosperity Blueprint that guides them as they travel on their path toward financial independence. Our clients understand that their wealth is more than their money. Working with us, using our Prosperity Blue Print process, we help guide our clients to take care of their families, and the people and causes they care about deeply. http://www.diamondgroupwealthadvisors.com
Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981. The LPL Financial Registered Representative associated with this website may discuss and/or transact securities business only with residents of the following states: California, Colorado, North Carolina, New Jersey, New York, Ohio, Virginia, Nevada. For information on how we can become registered in your state, please contact our office.
Powered by WPeMatico