Our secret weapon? Five Star wealth managers!
Kapusta Financial Group proudly acknowledges its investment advisors, George M. Kapusta, CFP and Bridget K. Loutzenhiser, CFP for being recognized as two of Pittsburgh’s 2015 FIVE STAR Wealth Managers for the 7th year in a row!
George and Bridget were recognized as achieving “Best in Client Satisfaction” among wealth managers in the Pittsburgh area in a survey conducted by Pittsburgh Magazine in partnership with Crescendo Business Services, an independent research firm.
George believes “the multi-year selection for the award is humbling. To know our clients’ feedback is so positive affirms our company’s goal of providing top-notch service.”
The FIVE STAR program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 45 major markets in the United States and Canada.
They were evaluated in the following categories: customer service, integrity, knowledge/expertise, communication, value for a fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
Candidates are nominated by peers, firms, or pre-qualification. Self nominations are not accepted and wealth managers do not pay a fee to be considered as an award winner.
“While it is an honor to once again receive this award, it reflects the hard work and dedication of our whole team. It truly speaks to our company’s mission of providing excellent service and personalized attention to the people we serve,” said Bridget.
For more information on the Five Star Award visit www.fivestarprofessional.com
Announced in the July issue of PITTSBURGH MAGAZINE!
For Tailored Financial Advice Call 412.851.1400 or Visit: www.kapustafinancial.com