Bill Cratty receives Five Star Wealth Manager Award
Community Content
Bill Cratty, a financial advisor with the PAR Advisory Group of Ameriprise Financial in Norwell, was recently named a recipient of the 2021 Five Star Wealth Manager award by Five Star Professional.
The award goes to less than 7% of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.
To receive the 2021 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.