James E. Knee Receives 2013 Five Star Wealth Management Award
Concord, NH, July 11, 2013 --(PR.com)-- James E. Knee, MBA, financial advisor with Ameriprise Financial in Concord, NH has been named a recipient of the 2013 Five Star Wealth Manager award by Five Star Professional. The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.
To receive the 2013 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
As a financial advisor with Sterling Financial Services, a financial advisory practice of Ameriprise Financial Services, Inc., James focuses on helping his clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact James Knee at 6 Loudon Road, Suite 505, Concord, NH 03301 or by phone at 603-224-1010.
About the research process:
The FIVE STAR Wealth Manager Program (“Program”) research was conducted January 1,2013 through March 31, 2013. All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: http://www.fivestarprofessional.com/wm2013researchoverview.htm
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
To receive the 2013 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
As a financial advisor with Sterling Financial Services, a financial advisory practice of Ameriprise Financial Services, Inc., James focuses on helping his clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact James Knee at 6 Loudon Road, Suite 505, Concord, NH 03301 or by phone at 603-224-1010.
About the research process:
The FIVE STAR Wealth Manager Program (“Program”) research was conducted January 1,2013 through March 31, 2013. All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: http://www.fivestarprofessional.com/wm2013researchoverview.htm
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Contact
Sterling Financial Services a financial advisory practice of Ameriprise Financial
James Knee
603-224-1010
www.ameripriseadvisors.com/james.knee
James Knee
603-224-1010
www.ameripriseadvisors.com/james.knee
Contact
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