News

Sussman Shank Attorneys Selected as Five Star Wealth Manager Professionals

May 25, 2011
Contact: Denise George
Marketing Coordinator , 503.227.1111

Five Star Professional has named Darin D. Honn and Michael D. Levelle as recipients of the 2011 Five Star Wealth Manager Award.  The award winners appear in a special section of the May issue of Portland Monthly Magazine.  Darin is included in the Business Planning category and Michael is included in the Estate Planning category. 

Five Star Professional conducts research with consumers, peers and industry leaders, to identify service professionals who score highest in overall satisfaction.  Five Star Professional was founded in 2005 and covers over 45 markets across the United States.  This is the first year this program has been held in Portland and the complete list represents less than 4 percent of the wealth managers in the Portland area. 

Each client respondent is asked to evaluate only wealth managers whom they have worked with and each peer respondent is asked to evaluate only wealth managers whom they know through personal experience. Client respondents evaluate wealth managers on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: integrity, knowledge/expertise, overall reputation. Research results also undergo a thorough regulatory review. 

For information on the program please visit: http://www.fivestarprofessional.com/2011/


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