Five Star Wealth Managers
Price Perkins has been named a Five Star Wealth Manager four years in a row! As seen in the November issue of Richmond Magazine. The Five Star professional award goes to service professionals who scored the highest in overall satisfaction based on research conducted with clients, peers, and regulatory sources.
The research allows no more than 7% of wealth managers to be named for this award. The final list of 2011, 2012, 2013 and 2014 Richmond Five Star Wealth Managers is a select group, representing less than 4% of licensed wealth managers in the area.
The criteria evaluated for the award was as follows: integrity, knowledge/expertise, communication, customer service, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.