Debra Taylor Honored with Five Star Wealth Manager Award for Sixth Year Straight
Franklin Lakes, NJ – April 11, 2017 – Five Star Professional has announced that Debra Taylor of Taylor Financial Group, has been chosen as one of New Jersey’s Five Star Wealth Managers for 2017, her sixth year straight being honored with this prestigious award. Five Star Professional recognizes a select group of wealth managers from around the country who provide quality services to their clients.
The Five Star Wealth Manager 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, and evaluates wealth managers on key criteria that are associated with excellence in the industry.
“I am honored to have been awarded as a Five Star Wealth Manager for the sixth straight year. The fact that this award evaluates wealth managers on key criteria that are associated with excellence in the industry serves as confirmation of my commitment to professional excellence and to my clients,” said Debbie Taylor. “I am grateful for my clients’ loyalty and confidence in working with me throughout the years, and I look forward to serving them for many years to come.”
About the Research Process
The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), identifies a percentage of wealth managers within a local region (click here for research statistics) who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. Wealth managers do not pay a fee to be considered or awarded. Factors considered include: credentialed as a registered investment adviser or an investment adviser representative, a minimum of five years of experience in the financial services industry, *favorable regulatory and compliant history review, internal firm review, acceptance of new clients, one year and five year retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households, and education and professional designations.
*A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony.
Recognition from rating services or publications is no guarantee of future investment success. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.
For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.