Larry Kushner of Cornerstone Wealth Management Group Receives FIVE STAR Wealth Manager Award
Larry Kushner, founder and president of Cornerstone Wealth Management Group, was recently rated highest in overall satisfaction in Connecticut for financial advisors.
- Hartford, CT (1888PressRelease) August 19, 2010 - Larry Kushner, MBA, CRPC®, AWMA® founder and president of Cornerstone Wealth Management Group and an Investment Advisor Representative with NEXT Financial Group, Inc., member FINRA/SIPC, has been awarded the elite FIVE STAR Wealth Manager Award for 2010. His areas of focus are retirement planning, business financial planning for closely held and family owned businesses, income and estate planning, multi-generational planning, 401K and investments, executive compensation, college financial planning and insurance services.
Kushner, an Avon resident, is a noted lecturer throughout the state on pre-retirement planning, money management for children and college financial planning for parents of high school students. He regularly holds interactive workshops for small business owners to teach them how to proactively solve internal risks. He currently holds a Series 7, 66, 24, 51, and Life, Accident and Health Insurance licenses. He will be presenting at the Hartford Wealth Management Summit and speaking on Achieving Diversification and Lowering Risk through Tactical Alternative Investments at the Hartford Club on September 22nd.
The FIVE STAR award is the only one of its kind that incorporates both client and industry professional evaluations. It is an exclusive award given to less than 7 percent of over 3,700 wealth managers in the Connecticut area. The 2010 list will be published in the December issue of Connecticut Magazine.
According to http://www.fivestarprofessional.com, The FIVE STAR Award is awarded by Crescendo Business Services and surveyed by QMI Research, an independent third party, which helps assist consumers in selecting wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale services, quality of recommendations and overall satisfaction. The survey, conducted by phone and mail, is sent to over 140,000 high net-worth households in Connecticut with an additional 3,700 surveys going to financial services industry professionals who evaluate wealth managers based on three additional criteria: integrity, knowledge/expertise, overall reputation. Each wealth manager is then reviewed for any regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finally, it is reviewed by a blue ribbon panel comprised of knowledgeable individuals from within the financial services industry.
Cornerstone Wealth Management Group is a personal wealth management firm that focuses on comprehensive strategic wealth management for individuals. They believe that a plan is a powerful tool and their client's long-term financial objectives hinges on having the right blueprint. They provide independent, unbiased financial advice based on a holistic approach, analysis and a clear understanding of their client's financial objectives. Cornerstone's objective is to enhance the lifestyle of their clients by helping to identify, prioritize and accomplish their financial goals.
For more information, call (860) 946-4392, or email: lkushner ( @ ) cornerstonewmg dot com or visit www.cornerstonewmg.com. Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Cornerstone Wealth Management Group is not an affiliate of NEXT Financial Group, Inc.