OCTOBER 2017. KENNESAW, Ga.— Celebrated for their outstanding work, seven associates from Henssler Financial received the 2017 Five Star Wealth Manager award by Five Star Professional. The list of winners published in the October issue of Atlanta Magazine.
Gene W. Henssler, Ph.D.; William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®, James Barker, CWS®; K.C. Smith, CFP®; Shawna Theriault, C.P.A., CFP®, CDFA®; and Thomas C. Cole, CFP®, were among 301 winners, out of the 2,378 managers who were considered for the award. The resulting list represents wealth management professionals who other consumers say provide exceptional service and who are committed to excellence.
“Our clients’ confidence is paramount. We believe it is our job to go above and beyond whenever we can to earn and keep a client’s trust and respect,” firm owner Dr. Henssler said. “As financial advisers, we are in a service industry, which can be a really tough and competitive industry. We affect people’s lives. We help them achieve their dreams. I am honored and appreciative that our clients have chosen my staff and me to play a key role in shaping their future.”
To be honored with the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Other factors considered include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
“It is a great honor to be among the more than 300 wealth managers who were recognized,” said Dr. Henssler. “For more than 30 years, my staff and I have built a foundation where we can provide clarity, preparedness, and peace of mind to individuals, families, and companies about their financial future.
Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
About The Five Star Program:
The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional), of Eagan, Minnesota. Five Star Professional joins forces with city and regional magazines to publish their research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States. Five Star Award winners do not pay a fee to be included in the research or the final list. The award does not evaluate the quality of services provided to clients.
About Henssler Financial
With assets under advisement of more than $1.73 billion, as of September 30, 2017, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for 30 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts Atlanta’s longest running and most respected money show on radio—“Money Talks”—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com, including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice • kscalice@henssler.com • 678-797-3781
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