Massoglia Financial Planning, LLC is among the 7% of Metro-Detroit region’s wealth management firms chosen to be a 2014 FIVE STAR Wealth Manager. The FIVE STAR Wealth Manager Award winners appear in the June issue of Metropolitan Detroit HOUR Magazine.
The FIVE STAR Wealth Manager Award Program and its research process adhere to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. The selection process for the award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.“Massoglia Financial Planning, LLC is honored to be included in such an eminent and auspicious group of wealth managers”, said Owner, John M. Massoglia.