Campbell a 2011 FIVE STAR Wealth Manager
Pittsburgh Magazine survey of affluent area residents rated satisfaction with advisors
An extensive survey of Pittsburgh-area residents with high net worth has identified Britt R. Campbell, CFP®, and twenty-two other advisors from Allegheny Investments and Allegheny Financial Group among the region’s top wealth managers on the basis of clients’ satisfaction.
The independent survey, sponsored by Pittsburgh Magazine, ranked financial planners, accountants, attorneys, tax advisors, investment advisors, life-insurance agents, and other professional financial advisors on performance in relation to nine criteria—customer service, integrity, knowledge & expertise, communications, value for fee, meeting of objectives, post-sale service, quality of recommendations and overall satisfaction.
The top performers identified from the survey were named to the magazine’s list of Five-Star Wealth Managers by a panel of independent, industry judges.
“Britt has been guiding clients for years over different market environments. The survey results speak to his abilities, and Allegheny is proud of him,” said Allegheny Senior Vice President David Jeter, CFP®.
In all, the Five-Star designation was awarded to fewer than five percent of all financial advisors in the region. A description of the survey and its methodology appeared in the July 2011 issue of Pittsburgh Magazine.
For more information, call 412-367-3880 or email.
