Cramer & Rauchegger Rated As One of Orlando's Top Wealth Management Firms by the National Association of Board Certified Advisory Practices
ORLANDO, Fla., July 6, 2012 /PRNewswire/ -- Cramer & Rauchegger, Inc., a firm specializing in retirement management, estate planning and wealth management, announced today that the advisory firm has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) as one of Orlando, Florida's Top Wealth Managers. NABCAP's Premier Advisor list for Orlando has been published in the July 6th issue of the Orlando Business Journal.
NABCAP is an unaffiliated nonprofit organization created to tackle the daunting challenge of evaluating and identifying quality practitioners in the financial services industry. NABCAP Premier Advisor's lists serve as a powerful reference for investors to identify the top wealth managers in their local market.
"We are honored to be recognized by the NABCAP as a 2012 Premier Advisor and ranked amongst Orlando's top financial advisory firms," said President and Founder Scott Cramer. "Over the years we have dedicated our careers to creating a successful practice built on trust, integrity and the strong foundation of long term personal relationships. This distinctive recognition by NABCAP is a great testament to our achievements."
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
"We have a passion for making a difference in people's lives and look forward to continuing to provide our clients with the highest level of expertise and customer service for many years to come," commented Vice President Tom Rauchegger.
About Cramer & Rauchegger Inc.:
Located in Maitland, Florida, Cramer & Rauchegger, Inc., is a financial management and advisory firm specializing in retirement management, estate planning and wealth management. To learn more about the firm's investment philosophy visit http://cramerandrauchegger.com/. For additional information or to schedule an appointment please call 800-330-4433 or email [email protected].
SOURCE Cramer & Rauchegger, Inc.
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