All Press Releases for March 07, 2011

FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) Announced: New Jersey Financial Advisor Ranked in Top Two Percent for Client Approval

Metro Duda, JR., CFP , ChFC , CLTC, a long-time financial professional and vice president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) list for the state of New Jersey



    LIVINGSTON, NJ, March 07, 2011 /24-7PressRelease/ -- Metro Duda, JR., CFP , ChFC , CLTC, a long-time financial professional and vice president of Financial Focus, LLC, has been named to the 2011 FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) list for the state of New Jersey.

New Jersey Monthly formed a partnership with Crescendo Business Services, an independent research firm, to identify the "best in client satisfaction" wealth managers serving the New Jersey area. Crescendo surveyed, by mail and phone, 235,000 high-net-worth residents in the New Jersey area and an additional 34,000 surveys were sent to leaders of financial service industry companies.

On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon criteria such as: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. Only wealth managers with five years of experience in the financial services industry were considered.

In addition, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.

Then, before finalizing the list, wealth managers were reviewed by a blue-ribbon panel. The blue-ribbon panel was comprised of knowledgeable individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The resulting list of 2011 FIVE STAR Wealth Managers is an elite group, representing less than 2 percent of the wealth managers in the New Jersey area.

About Metro Duda, Jr. and Financial Focus, LLC
Metro J. Duda, Jr., CFP, ChFC, CLTC, is vice president of Financial Focus, LLC, a Registered Investment Advisory firm based in Livingston, NJ. The firm was founded by President Michael Kay, CFP, a renowned author and speaker on life planning. Duda, a financial services professional since 1983, completed the Money Quotient training in Financial Life Planning and employs these skills and concepts in his work with clients. He specializes in working with high net-worth individuals, business owners and professionals, in both financial life planning and portfolio management.

Additional information about Duda and Financial Focus is available at http://www.financial-focus.net.

Research Declarations:
As with any research or recognition program, it is important that we provide you the following declarations:
- The 2011 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in the Client Satisfaction Wealth Managers.
- The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation.
- The FIVE STAR Award is not indicative of the wealth manager's future performance.
- The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or New Jersey Monthly.
- Working with a FIVE STAR Wealth Manager or any 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 FIVE STAR Award and the research/selection methodology, go to: http://www.fivestarprofessional.com/wmresearch.

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