The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative;
2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a
regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority
or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not
be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of
a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered;
9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth
managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future
investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com
Cifelli Wealth Management
Anthony J. Cifelli, Jr., CRC®, CRPC®, Branch Manager, Managing Director
When You Demand Only the Best
Left to right: Roberta Cifelli, CSA; 2015 – 2018 winner Anthony J. Cifelli, Jr., CRPC®, CRC®,Branch Manager | Managing Director
Cifelli Wealth Management
A financial advisory practice of Ameriprise Financial Services, Inc.
1000 Atrium Way, Suite 401 • Laurel, NJ 08054
Phone: 856-359-9854 • Fax: 856-359-9899 • email@example.com
Our commitment to you …
We will honor our relationship with you:
When you work with Cifelli Wealth Management, you have someone who takes the time to
listen and understand your specific needs, helps clarify your goals, and takes seriously the
safety and security of your money and investments.
We will be fully invested in your success:
Cifelli Wealth Management will help you stay on track to meet your goals through
intelligent financial solutions, in-depth analysis of your investments and regular feedback
on your progress.
We will be with you every step of the way:
Your needs and goals will change over time. That’s why Cifelli Wealth Management will be
there to provide ongoing advice — along with the exceptional service you deserve.
Cifelli Wealth Management embodies “old school” morals such as integrity, discipline,
honesty and work ethic. We then apply and combine these attributes with “new school”
technology and research to offer our clients customized, sound investment advice and
first-class service. In a world where broken promises and poor service have all too often
become the norm, Anthony continually strives to exceed his clients’ expectations. At Cifelli
Wealth Management, Anthony proudly seeks to transcend the client relationship.
We treat our clients like family.
Wealth Manager Award Winner
Investors should conduct their o wn evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.