Every industry has them. Outside parties that evaluate and rank providers by criteria aimed at identifying the exceptional. Five Star Professional is no different. Every year they do a ranking of wealth managers in the state of New Jersey. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliance review.
Collins & Lambert Are Both Named 5 Star Wealth Managers
For the fourth year in a row, Edward Collins and David Lambert have been selected as 5 Star Wealth Managers in the January 2019
Edition of New Jersey Monthly Magazine. Congratulations is due the entire team. After all, it's the collective effort of the team that makes the accomplishments of the individual possible.