Highlights

 

Timothy R. Moran

FIVE STAR Wealth Management Award

Three Year Winner - 2011, 2012, 2013
 

Featured in:   HOUR Detroit Magazine   June 2011, June 2012, June 2013

                      DBusiness Magazine        July/August 2012 , July/August 2013

 

 

 

2011 Survey conducted by Crescendo, an independent third-party research firm, who surveyed 1535 magazine consumers and Financial Service Professionals to evaluate 775 candidates in the Michigan market area. Scoring based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction. Selected are the top scoring condidates representing less than 7% of their market. The rating is not representative of any one client's experience as the rating reflects an average, or a sample, of all client experiences, and is no guarantee as to a client's future investment success or an advisors selection or performance im the future. For more information:www.fivestarprofessional.com/2012/research.php.

2012 survey conducted by Five Star Professional, an independent third-party research firm, who received 2658 nominations among all wealth managers in the Michigan area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.745 were named 2012 Five Star Wealth Managers which represent less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager's future performance. For more information www.fivestarprofessional.com/2012/research.php.

2013 survey conducted by Five Star Professional, an independent third-party research firm, who received 2658 nominations among all wealth managers in the Michigan area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.745 were named 2013 Five Star Wealth Managers which represent less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager's future performance. For more information www.fivestarprofessional.com/2013/research.php.