Robert Greulich of The Pinnacle Planning Group, LLC Honored With the 2013 Five Star Wealth Manager Award
Fewer than 3% of Chicago wealth managers selected
CHICAGO, Nov. 12, 2013 /PRNewswire/ -- Five Star Professional is pleased to announce Robert Greulich, The Pinnacle Planning Group, LLC, has been chosen as one of Chicago's Five Star Wealth Managers for 2013.
Five Star Professional partnered with Chicago magazine to recognize a select group of Chicago area wealth managers who provide quality services to their clients. Greulich is featured, along with other award winners, in a special section of the November issue.
"35-plus years of dedication to serving clients," Robert Greulich of The Pinnacle Planning Group, LLC.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
"The wealth managers we recognize demonstrate professional excellence; they have deep knowledge of their industry, the respect of their peers and they've shown exemplary care for the people they serve," Charlie Wesser, Five Star Professional's CEO.
About the research process:
Now entering its 11th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Click here for detailed information on the Five Star Wealth Manager research methodology or visit www.fivestarprofessional.com.
Media Contact:
Kathryn Burke
[email protected]
630-684-8594
SOURCE Five Star Professional
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