Timothy Financial is proud to announce that Hoan Taussig has been named a 2012 FIVE STAR Wealth Manager, which was published in the November 2012 issue of Chicago Magazine.
After a thorough review of criteria ranging from Customer Service, Integrity, Knowledge/Expertise, with adjustments to reflect inputs from peers, regulatory compliance reviews and Blue Ribbon Panel reviews, the field is narrowed to no more than 7% of the wealth managers in Chicago. The research defines wealth managers as professionals (such as financial advisors, CPAs, and attorneys) who help their clients with any aspect of their financial plan. The award is given to those who scored highest overall in satisfaction.
Congratulations to Hoan! She appreciates being nominated and is humbled with being selected.