Five Star Professional has named John Zacira as one of the Florida recipients of the 2013 Five Star Wealth Manager award. This is the third year in a row that Mr. Zacira has received this award. The award winner appeared in a special section in the November issue of Sarasota Magazine. Five Star Professional partnered with Sarasota Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than four percent of the 3,300 licensed wealth managers in Florida’s Sarasota County were selected.
A survey was provided to approximately one in twelve high-net-worth-households (more than 3,000 households) in Sarasota. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon ten criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 40 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com
About RMD Financial GroupJohn Zacira is the owner of RMD Financial Group, and is affiliated with RMD Tax Solutions, located in Sarasota, Florida. Mr. Zacira is also a registered representative of Investors Capital Corporation, Member FINRA/SIPC. He provides comprehensive investment, retirement, and wealth management services to individuals, families, and corporate clients in the Sarasota area. Mr. Zacira may be reached at (941) 552-9819 or firstname.lastname@example.org. Please feel free to visit on the web at www.rmdtax.com. About Investors Capital Corporation: Investors Capital Corporation (ICC) of Lynnfield, Massachusetts is the premier independent broker/dealer and investment advisor subsidiary of Investors Capital Holdings, Ltd. (NYSE Amex: ICH), a financial services holding company supporting a nationwide network of financial advisors. Our mission is to provide them with 5-Star Service sm and support, including advisory programs, strategic practice management and marketing services, and technology, to help them grow their businesses and exceed their clients’ expectations. We are the recipient of the 2013 Broker/Dealer of the Year award. Business units include Investors Capital Corporation, ICC Insurance Agency, Inc., and Investors Capital Holdings Securities Corporation. For more information, please call (800) 949-1422 x4814 or visit www.investorscapital.com.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV