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Congratulations to Greg Hanson on being named a 2009 Five Star Best in Client Satisfaction Wealth Manager! 

Minneapolis, MN (March 11, 2009) - Mpls St. Paul Magazine and Twin Cities Business formed a partnership with Crescendo Business Services, an independent research firm, to identify the "best in client satisfaction" wealth managers serving the Twin Cities area.  In June, Cresendo surveyed, by mail and phone 34,000 high-net-worth residents in the Twin Cities area and subscribers of Mpls St. Paul Magazine and Twin Cities Business.  An additional 4,200 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 nine criteria; customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.  Wealth managers were reviewed by a blue-ribbon panel.  The blue-ribbon panel was comprised of knowledgeable individuals from within the financial services industry.  

The resulting list of 2009 FIVE STAR Wealth Managers is an elite group, representing less than 7 percent of the wealth managers in the Twin Cities area.  Only 559 of the top-scoring wealth managers made this year's list.  We hope this list serves as a referral network for the 413,300 readers of Mpls St. Paul Magazine and Twin Cities Business



 
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