COURT HOUSE – Five Star Professional has named Gregg Reich, Investment Adviser Representative for Sturdy Financial Services, a recipient of the 2013 Five Star Wealth Manager award. The organization’s New Jersey award winners appear in a special advertising section in the January issue of New Jersey Monthly.
Sturdy Financial Services, which is located at Sturdy Savings Bank, provides a variety of financial planning services, including wealth management, financial consulting, education and retirement planning, business owner solutions and insurance services.
Five Star Professional partnered with New Jersey Monthly to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than two percent of the 51,400 wealth managers in the New Jersey area were selected for the designation.
“Gregg is focused on providing personal, professional service that helps clients achieve their goals. We are proud he has been named a Five Star Professional,” said Gerald L. Reeves, Sturdy President and CEO.
Reich offers individuals and families value-focused, tax-sensitive approaches to wealth accumulation, retirement income, and legacy planning. He also serves a significant number of business owners and non-profit organizations, helping to design, implement and service employee 401k, 403b and pension plans. Contact Reich today at 609-463-1062 or gregg.reich@sturdyfinancial.com.
Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to more than 9,400 registered financial services professionals and all identified financial service companies in the New Jersey area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award.
Security and advisory services offered through Cetera Investment Services LLC, a member of FINRA/SPIC. Investments are not FDIC/NCUSIF insured, may lose value, not financial institution guaranteed, not a deposit, not insured by any federal government agency, Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.
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