HORAN Advisors named 2009 FIVE STAR Best in Client Satisfaction Wealth Manager

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October’s Cincinnati Magazine featured the 2009 Five Star Independent Survey to find the best personal wealth managers in the Cincinnati area. Five Star surveyed consumers, financial service professionals and Cincinnati Magazine subscribers to find the best in client satisfaction wealth mangers in the Cincinnati area.

On the surveys, recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/experience, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.

Once Crescendo finalized the list, each finalist was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA and other regulatory actions. After a final review by a blue-ribbon panel, a FIVE STAR WEALTH MANAGERS BEST IN CLIENT SATISFACTION was published and presented to the readers of October’s Cincinnati Magazine.

HORAN is proud to recognize the Wealth Mangers that were selected in this survey:

Terence L. Horan, CLU, ChFC

Geoffrey E. Solomon, CFP®