The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 3% of wealth managers in the Dallas/Fort Worth area in 2009 and reflects those scoring highest in client satisfaction. Wealth managers where identified by surveys conducted with 95,000 consumers and 7,250 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.

http://video.fivestarprofessional.com/dalwm2009/johnchecki