IL Estate Planning Blog

Wednesday, October 27, 2010

Chicago Magazine 2010 FIVE STAR Wealth Managers

The Law Offices of Stephen Sutera are proud to announce we were selected by Chicago Magazine (November 2010 Issue) as a 2010 FIVE STAR Wealth Manager in the Estate Planning Category.

The selection process was a survey, by mail and phone, to approximately 1 in 4 high-net-worth households and all identified financial services professionals within the Chicagoland area. 

On the surveys, recipients were asked to evaluate only wealth managers whom they know 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-sales service, quality of recommendations and overall satisfaction.

Both positive and negative evaluations were included in the scoring, and only wealth managers with more than five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial action and customer complaints.  Then, before finalizing the list, wealth managers were reviewd by a blue ribbon panel comprised of individuals from within the financial services industry.

The resulting list of 2010 FIVE STAR Wealth Managers represents less than 2 percent of the wealth managers in the Chicagoland area.

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With two offices in Oak Lawn and Oak Brook, Stephen M. Sutera assists clients throughout Cook County, DuPage County and Will County IL including Chicago, Hometown, Barrington, Burbank, Burr Ridge, Chicago Ridge, Darien, Downers Grove, Evergreen Park, Geneva, Worth, Bridgeview, Palos Park, Palos Hills, Palos Heights, Hickory Hills, Midlothian, Willow Springs, Oak Forest, Orland Park, La Grange, Brookfield, Berwyn, Tinley Park, Hinsdale, Villa Park, Clarendon Hills, Westchester, Westmont, Lombard, Elmhurst, Western Springs, Berkeley, Downers Grove, Fox Valley, Glen Ellyn, Willowbrook, Aurora, Addison, Lisle, Forest Park, Bensenville, Wheaton, River Forest, Itasca, Shorewood, Frankfort, Mokena, Naperville, Crest Hill, Homer Glen, New Lenox, Bollingbrook, Schaumburg, Channahon and Woodridge.

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4927 W. 95th Street, Oak Lawn, IL 60453
| Phone: 708-857-7255
2021 Midwest Road, Oak Brook, IL 60523
| Phone: 630-396-6800 | 708-857-7255

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