warren group wealth flyer · prietary product bias that has become so prevalent in the financial...

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Sherman Oaks, CA (PRWEB) January 12, 2015 — Recognizing the industry’s leading wealth managers for their ability to provide unparalleled service to clients, Five Star Professional and Los Angeles magazine have honored The Warren Group Wealth Management, Inc.’s President, Daniel J. Warren, with the 2015 Five Star Wealth Man- ager award for his outstanding service as a professional. The Five Star Wealth Manager award is given to an elite group of wealth managers in Los Angeles. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history. 6,088 award can- didates in the Los Angeles area were considered for the Five Star Wealth Manager award. 319 (approximately 6%) of the award candidates were named 2015 Five Star Wealth Managers. “It is an honor to be recognized for providing quality service, as it is The Warren Group Wealth Manage- ment’s mission to provide the best personalized service to our clients,” said Warren. “Our clients’ confidence is of utmost importance to this firm.” As part of the research process for the 2015 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2015 Five Star Wealth Managers in more than 40 major markets. Once again this year, Five Star Professional partnered with Los Angeles magazine to feature the winners of the award. About The Warren Group Wealth Management: The Warren Group Wealth Management, Inc. is a comprehensive financial services firm, using a holistic ap- proach in helping clients improve their long term financial success. The Warren Group Wealth Management, Inc. focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice. The Warren Group is dedicated to offering a meaningful alternative to traditional investment brokerage firms by providing comprehensive planning without the pro- prietary product bias that has become so prevalent in the financial industry. Their team of Tax and Estate Professionals, collectively have the knowledge and experience to provide customized solutions tailored to their clients’ unique business or personal needs. For more information: www.warrengroupwealth.com or 818-817-3111. Securities offered through Western International Securities, Inc. Member FINRA & SIPC The Warren Group Wealth Management, Inc. and Western International Securities, Inc. are separate and unrelated companies. The Warren Group Wealth Management, Inc.’s President Daniel J. Warren Named 2015 Five Star Wealth Manager by Five Star Professional and THE WARREN GROUP Wealth Management GROWING AND PROTECTING YOUR WEALTH WITH INTEGRITY, PASSION AND KNOWLEDGE

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Page 1: Warren Group Wealth Flyer · prietary product bias that has become so prevalent in the financial industry. Their team of Tax and Estate Professionals, collectively have the knowledge

Sherman Oaks, CA (PRWEB) January 12, 2015 — Recognizing the industry’s leading wealth managers for their ability to provide unparalleled service to clients, Five Star Professional and Los Angeles magazine have honored The Warren Group Wealth Management, Inc.’s President, Daniel J. Warren, with the 2015 Five Star Wealth Man-ager award for his outstanding service as a professional.

The Five Star Wealth Manager award is given to an elite group of wealth managers in Los Angeles. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history. 6,088 award can-didates in the Los Angeles area were considered for the Five Star Wealth Manager award. 319 (approximately 6%) of the award candidates were named 2015 Five Star Wealth Managers.

“It is an honor to be recognized for providing quality service, as it is The Warren Group Wealth Manage-ment’s mission to provide the best personalized service to our clients,” said Warren. “Our clients’ confidence is of utmost importance to this firm.”

As part of the research process for the 2015 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2015 Five Star Wealth Managers in more than 40 major markets. Once again this year, Five Star Professional partnered with Los Angeles magazine to feature the winners of the award.

About The Warren Group Wealth Management:

The Warren Group Wealth Management, Inc. is a comprehensive financial services firm, using a holistic ap-proach in helping clients improve their long term financial success. The Warren Group Wealth Management, Inc. focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice. The Warren Group is dedicated to offering a meaningful alternative to traditional investment brokerage firms by providing comprehensive planning without the pro-prietary product bias that has become so prevalent in the financial industry. Their team of Tax and Estate Professionals, collectively have the knowledge and experience to provide customized solutions tailored to their clients’ unique business or personal needs.

For more information: www.warrengroupwealth.com or 818-817-3111.

Securities offered through Western International Securities, Inc. Member FINRA & SIPC

The Warren Group Wealth Management, Inc. and Western International Securities, Inc. are separate and unrelated companies.

The Warren Group Wealth Management, Inc.’s President Daniel J. Warren Named 2015 Five Star Wealth Manager by

Five Star Professional and

THE WARREN GROUPWealth Management

GROWING AND PROTECTING YOUR WEALTH WITH

INTEGRITY, PASSION AND KNOWLEDGE