Five Star Professional has named Deni DuFault, ChFC as one of the New Hampshire recipients of the 2015 Five Star Wealth Manager award. The award winners will appear in a special section in the October issue of New Hampshire Magazine. Five Star Professional partnered with New Hampshire Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction.
A survey was provided to high-net-worth-households in the state of New Hampshire. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon ten criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies. For more information, go to fivestarprofessional.com.
Deni DuFault, ChFC is the founder Deni DuFault Financial Services, an independent financial services company based in Glen, NH. Mr. DuFault has been serving the financial needs of the Mt. Washington Valley and beyond for over 25 years and is also a registered representative of Investors Capital Corporation. He specializes in financial planning services, including retirement planning, estate planning, investment and insurance planning. Mr. DuFault may be reached at (603) 383-9400 or Deni@DeniDuFault.com.
Securities offered through Investors Capital Corporation Member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory. 6 Kimball Ln. Lynnfield, MA 01940 phone 1 800-949-1422
For more information, go to Deni DuFault Financial Services.