Independent Wealth Management Firm Provides Services as Client Fiduciary
NEW YORK, March 6, 2018 /PRNewswire/ -- Heron Wealth, an SEC Registered Investment Advisor (RIA) based in New York City, was once again named by Expertise.com as one of the Top 15 Financial Advisory Firms in New York City. Heron Wealth helps individuals and families plan for their financial futures, grow their assets via thoughtful investment strategies, and secure a stable and/or significant standard of living for family members who may outlive them. This is the second year that Heron Wealth was selected for this Top Advisors list.
AWARD SELECTION METHODOLOGY
The overall ranking in the annual survey is based on more than 25 variables. Expertise LLC scored 1,944 financial advisors in the New York City area on publicly available data across five categories, including reputation, credibility, experience, availability and professionalism, and analyzed the results to create a hand-picked list of fifteen of the best financial advisors in New York City.
Expertise used their in-house software to grade each business across the following selection criteria:
- Reputation: A history of satisfied customers giving excellent recommendations
- Credibility: Established in their industry with licensing, accreditations, and awards
- Experience: Masters of their craft, based on years of practical experience and education
- Engagement: Approachable and responsive to clients and available for new business
- Professionalism: Dedicated to providing consistently quality work and impeccable customer service
The selection process is performed annually across business categories and geographies. Expertise conducts a manual review to verify the accuracy of the selections.
CORE VALUES ARE INTEGRITY AND TRANSPARENCY