Five Star Professional has named Steve Berger a 2017 Five Star Wealth Professional. This marks Steve's fourth consecutive year as a recipient of this award.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rates. Candidates also undergo a thorough regulatory and complaint review.
When asked about this accomplishment, Steve credited his clients in creating a strong partnership that promotes trust. "Without the support of my clients," said Berger, "this award would not be possible. My top priority has always been client satisfaction, and one way in which I accomplish this is through education. It is important that my clients not only know and trust me, but also understand how various financial matters affect their lives. This fosters an environment where we are then better able to make important decisions together, based on client goals and values."
The Five Star Wealth Manager award program has been recognizing and promoting outstanding wealth managers for over 12 years. Five Star Professional conducts market research to identify excellent service professionals in over 45 markets across the U.S. Look for the announcement of Steve’s award in the January 2017 issues of Mpls. St. Paul Magazine and Twin Cities Business. Disclaimer