A Sincere Thank You For Your Trust

Recognition For Our Firm

We value your relationship with our practice and want you to share in our success.  For the Second Year in a Row, Lou Melone has been featured in both Hour Detroit Magazine and dbusiness Magazine as one of Southeast Michigan's Five Star Wealth Managers.  Joe Budd was 2010 winner.  This list is an elite group representing less than 7% of the wealth managers in the Detroit Area who were chosen by both current clients and professional colleagues*. we are both humbled and appreciative of the continued confidence and trust you have placed with us in guiding your family's investment and financial future.

Joe Budd was recently interviewed by Who's Who in Nashville and Williamson County Magazine.  It was a great opportunity for Joe to speak about our approach to financial advisory services.  Joe was also recently published by the Nashville Business Journal in both March and June of 2011.  These articles appear in our articles area as well.  Joe was recently interviewed on Business Leader Radio in the Nashville area as well.

*The Survey was conducted by Crescendo, as an independent third-party research firm.  They surveyed 110,000 consumers of the magazine and 4,200 Financial Service Professionals to evaluate the 11,000 candidates in the Metropolitan Detroit area as the best in client satisfaction Wealth managers.  The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction.  After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection.  Only wealth managers with five years of experience in the financial services industry are considered.The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients.The rating is not indicative of the financial advisor’s future performance. Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets. Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future. 

For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.