Dallas, TX (1888PressRelease)
September 14, 2009 - The list of the Leading Wealth Managers of Texas was published in the June 8th issue of Forbes Magazine. FLUENT FINANCIAL was chosen in this region to receive this prestigious designation.
"We are extremely honored to be on this list," Mitch Kramer, Principal, FLUENT FINANCIAL. "Our priority at Fluent Financial is to create and nurture long-term relationships with our clients. We want to be their trusted advisor for both financial planning and life planning, as they both go hand in hand. My team and I are very proud to be recognized for our commitment to outstanding customer service by Goldline Research. "
"Those selected provide extensive client service that exceeds the industry standard," George Shaeffer, Analyst, Goldline Research. "We believe that they are setting the benchmarks for the industry as a whole."
Principals of FLUENT FINANCIAL are Mitch Kramer and Rusty Boaz. Mr. Kramer has more than 20 years of business and investment experience, and has been in the financial planning field for 13 years in the Dallas area. He is a Certified Financial Planner™ Practitioner and holds a BBA from Texas Tech University in Finance in addition to an MBA with an emphasis in Strategic Planning from the University of Dallas at Texas. Mr. Boaz has 20 years of individual and corporate tax experience, including VP Tax for a $4 billion US multi-national company. He is a Certified Public Accountant and Certified Financial Planner Practitioner™, and holds a BBA in Accounting and a Master's of Science in Taxation. For more information on FLUENT FINANCIAL, visit them at www.fluentfinancial.com.
Mitch Kramer and Rusty Boaz are registered representatives and securities and advisory services are offered through LPL Financial, Member FINRA/SIPC
Goldline Research is a third-party, independent research firm specializing in evaluating professional services providers. Goldline Research undertakes an extensive, in-depth research process to review all qualified candidates in a respective area. Its proprietary research process includes individual provider interviews and quantitative analysis of key data, as well as customer reference checks to confirm high levels of customer service. Those providers that earn Goldline Research's designation demonstrate a commitment to service unparalleled in their industry.
Providers selected meet or exceed the following criteria:
-Fee-Only or Fee-Based RIA or IAR
-No unresolved lawsuits or grievances
-Advanced Certifications held
-15+ years of Industry experience
-Comprehensive range of wealth management & financial planning services offered
Goldline Research evaluation of wealth managers is not based upon investment performance or client interviews
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