These days, it can take a village to navigate one’s financial world. Whether it is managing your assets with a wealth manager, finding your way through the ever-changing landscape of tax law, sorting out your estate and succession planning or picking the right life insurance, finding the right wealth manager or team who suits your needs can be a daunting task. In fact, many people have a hard time figuring out where to even begin.
Sometimes, a few simple questions can set one off on the right path. Asking a professional what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own. Further, asking them to talk about any specialties they might have can help uncover skills you might find useful.
A great place to start is with someone that is being recognized by objective third parties for their customer service. This is why we are so excited to announce that Ben Wong has been named a Five Star Wealth Manager for 2019. That makes EIGHT consecutive years Ben has received this honor!
You can learn more about the Five Star Wealth Manager Award and see Ben’s information here. You can also see Ben featured in Diablo magazine, as well as the December 31st issue of Forbes. At Viewpoint Financial we are privileged to get to work with Ben each day and we see the commitment he has for his clients. You can give us a call today to see how Ben or any of our financial advisors can help serve you on your time.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,340 East Bay area wealth managers were considered for the award; 104 (8 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.