2017 Five Star Wealth Manager Award

 In Investments, Stock Market

Five Start Wealth Manager

Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award for the third year in a row. This years list of award winners will be published in the November edition of Connecticut Magazine. This exclusive designation is given to select wealth managers in more than 40 markets throughout the U.S. and Canada. Award candidates were evaluated against 10 objective criteria and resulted in the Connecticut’s area’s top 3% of wealth managers who provide quality services to their clients.

Candidates for the Five Star Wealth Manager Award are evaluated through a rigorous research process, which takes into consideration advisor credentials, regulatory, disciplinary and compliance history, client acceptance and retention, education and professional designations and, above all, consumer feedback. Research is conducted in 45 markets in the U.S. and Canada. The Five Star designation assists consumers in selecting a service professional that other consumers have indicated provides exceptional client satisfaction and service.  Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers.

Five Star Professional was founded in 2003 and is based in Eagan, MN.

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Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.

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