Carrollton, TX, July 16, 2010 --(PR.com
)-- Gregory Matthews, Vice President of Matthews Financial Services, Inc. and Representative for NEXT Financial Group, Inc. has earned the prestigious FIVE STAR Wealth Manager recognition for 2010.
In each geographic market this program is conducted, QMI Research administers a survey, by mail and phone, to approximately 1 in 4 high-net-worth households and all FINRA license holders Respondents are asked to name and evaluate up to three wealth managers.
Client respondents evaluate wealth managers on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: integrity, knowledge/expertise, overall reputation.
QMI Research then scores the survey responses, including all responses both negative and positive, to determine which wealth managers meet the identified standards, and screens wealth managers based on their regulatory compliance history as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar. Only FINRA licensees, IAR's, CPA's and state licensed attorneys with five years of experience in the financial services, accounting or legal professions are eligible to appear on the final list of FIVE STAR Wealth Managers.
The final list of FIVE STAR Wealth Managers includes the wealth managers, of those evaluated, in the local market that scored highest in overall satisfaction; representing less than 7% of the wealth managers in the local market. For more information on the FIVE STAR Award, go to http://www.fivestarprofessional.com/wmresearch.
“I am deeply grateful for the recognition of my services to my clients. I strive to help each client reach their financial objectives and feel honored that I continue to have the opportunity to work with such dynamic individuals,” said Matthews.
For over a decade, Gregory Matthews, has specialized in designing strategies to provide a secure lifetime allowing his clients to retire and stay retired. Greg focuses in the Dallas and Fort Worth area on issues regarding Retirement Distribution Strategies from IRAs and Qualified Retirement Plans. He combines strategic investment decisions with his experience and devotion to client satisfaction to maintain the integrity of his clients’ portfolios and achieving their financial goals.
Matthews Financial Services is located at 2625 N Josey Ln. Ste 101. For more information, please call: (972) 242-7351 or visit www.matthewsfinancial.com.