Review Bartler Wealth Management Group In delaware, pennsylvania, united-states | Company In Delaware
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Bartler Wealth Management Group
1 International Plaza Suite 550
Delaware,
Pennsylvania,United-states - 19113
Detailed description is "Retire With Dignity".
Bartler Wealth is an independent, Philadelphia based financial services firm..
"The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:.
1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; .
2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; .
3) Favorable regulatory and complaint history review; .
4) Fulfilled their firm review based on internal firm standards; .
5) Accepting new clients; .
6) One-year client retention rate; .
7) Five-year client retention rate; .
8) Non-institutionalized discretionary and/or non-discretionary client assets administered; .
9) Number of client households served; .
10) Educational and professional designations..
Wealth managers do not pay a fee to be considered or awarded..
Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products.
The award methodology does not evaluate the quality of services provided.
The award is not indicative of the award winner?s future performance.
(Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers..
To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professionals consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.".
Established in the recent years Bartler Wealth Management Group in delaware , pennsylvania in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Bartler Wealth Management Group is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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