Five Star Wealth Managers are a select group of wealth managers who were considered by Five Star in the New Jersey. To receive the Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. Candidates are identified by firm nominations, peer nominations and pre-qualification based on industry standing. Self-nominations are not accepted.
To be eligible, a manager must have educational and professional designations, a minimum of five years in the business, and favorable reviews and standards of practice. Client retention rates are evaluated as well as the manager having favorable regulatory and complaint history reviews. Using the objective criteria, 6,210 New Jersey wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers.
Mark was a previous recipient of the award in 2013, 2015 – 2018.
“To be named a FIVE STAR Manager is an honor to me and our staff at Westfield Financial Planning. I appreciate their careful selection process and believe my selection validates our hard work and the care and concern we have for our clients.”
Five Star Professional is not affiliated with Mark Swingle or Westfield Financial Planning. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.