2013 Delaware Five Star Wealth Managers

Five Star Professional and Delaware Today have partnered to identify and award area wealth managers who provide quality services to their clients.

Award candidates were identified by one of three sources: firm nomination, peer nomination or prequalification. Five Star Professional relied on internal and external research data, including a survey to registered financial services professionals and all identified financial service companies in the Delaware area that are registered with FINRA or the SEC. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.

Award candidates were then evaluated against 10 objective eligibility and evaluation criteria. The final list of 2013 Delaware Five Star Wealth Managers was published in the August issue of Delaware Today.

Click here for a downloadable PDF of the 2013 list.

Click here to search for a 2013 Delaware Five Star Wealth Manager.


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