Elios Financial Group’s Jim Elios Named 2013 AND 2014 Cleveland Five Star Wealth Manager
Cleveland, OH, January 7, 2014 – Elios Financial Group announced today that James T. Elios, MBA, CHFC©, CLU©, was named a recipient of the 2014 Cleveland Five Star Wealth Manager award. Award winners second year in a row that he has won this award.
“I am honored to be recognized. My singular focus as a financial adviser is to listen to our clients. It is only then we can assist them with accomplishing their stated life and financial goals." said Jim Elios, founder of Elios Financial Group.
Five Star Professional partnered with Cleveland Magazine and Inside Business magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than two percent of the 1,450 wealth managers in the Cleveland area were selected. This level of excellence is only achieved by fewer than 2 percent of the wealth managers in the Cleveland area. Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to more than 1,450 registered financial services professionals and all identified financial service companies in the Cleveland area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. The selection process involves a rigorous research process that included a regulatory and consumer complaint review and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients.
About Five Star Professional
Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now Canada. Five Professional was founded in 2003 and is based in Minneapolis. It is the largest and most widely published wealth manager award program in North America. For more information, go to: www.fivestarprofessional.com.
*Award 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.