Randy Neumann, CFP® Honored As 2017 Five Star Wealth Manager
Upper Saddle River, New Jersey – January, 2017 – Randy Neumann, CFP® President of Randy Neumann Wealth Management was recently recognized as a Five Star Wealth Manager for 2017, a distinction awarded to eighteen percent of wealth managers in the New Jersey area by Five Start Professional, a third-party research firm. To be considered for the recognition, financial advisors are evaluated on key factors, such as industry credentials, length of service in the industry, client retention rates, education and professional designations and client assets administered, to identify those who provide quality service to their clients.
Five Star Professional partnered with New Jersey Monthly to recognize a select group of New Jersey area wealth managers who provide quality services to their clients. Randy is featured, along with other award winners, in a special section of the January issue.
"It is a privilege to be part of this year's prestigious list of award-winning wealth managers. I have been in the industry for more than 35 years and take great pride in what I do. I am committed to placing my clients’ best interest first and focused on helping my clients make their retirement dreams a reality,” said Neumann.
Neumann is an LPL Financial-affiliated advisor. LPL is a leader in the financial advice market and provides resources, tools and technology that enable advisors in the delivery of personal, objective financial advice.
Five Star Professional is a third-party research firm. It collects nominations from peers and firms, including financial planners and advisors, CPAs and estate planning attorneys; self-nominations are not accepted. Nominees are evaluated based on 10 criteria, such as credentials, experience and assets under management, to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of a professional’s regulatory history, Five Star Professional determines its final list of Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers for a particular region.
Securities Offered Through LPL Financial. Member FINRA/SIPC.