MARMORA – Reich Asset Management, LLC is pleased to announce that T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® received the 2015 Five Star Wealth Manager Award* for the Philadelphia area and the 2016 Five Star Wealth Manager Award* for the New Jersey area from Five Star Professional. The award candidates were evaluated against 10 objective criteria such as client retention rates and favorable regulatory and complaint history.
To be chosen for this award, Five Star Professional conducted research to determine the wealth managers in the New Jersey and Philadelphia areas who provide quality services to their clients. Reich feels, “It is an honor to be consistently recognized by Five Star for these awards. It is a reflection of our dedication to strive to serve our clients’ best interests.” This is Reich’s fourth nomination for the Philadelphia area and first for the New Jersey area, and marks the fourth time receiving the Five Star Wealth Manager Award overall.
Reich earned a Bachelor of Arts in Business Management from the Richard Stockton College of New Jersey. He is a Registered Representative and an Investment Advisor Representative (IAR) through NFP Advisor Services, LLC. Reich also holds his New Jersey Insurance Producer License in Life and Health. In addition, he is a Certified Investment Management AnalystSM (CIMA®), a Certified Financial Planner™ professional (CFP®), a Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®). Reich previously earned his Captive Insurance Risk Management Certificate from the University of Delaware.
Reich Asset Management is a comprehensive financial services firm with a focus on retirement income solutions. For more information on Reich Asset Management, LLC, please visit www.ReichAssetManagement.com or call (609) 486-5073.
*To receive the 2015 and 2016 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4,696 wealth managers in the Philadelphia area were considered for the award. 805 were named 2015 Five Star Wealth Managers which represents approximately 18% of the total wealth managers in the area. 4,143 wealth managers in the New Jersey area were considered for the award. 626 were named 2016 Five Star Wealth Managers which represents approximately 16% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 and 2016 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Reich Asset Management, LLC and NFPAS are not affiliated.
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