Dane Mahan of San Saba has been awarded the 2009 Five Star Wealth Manager Award for Best in Client Satisfaction. Less than three percent of the Austin, San Antonio and the Central Texas Region’s Wealth Managers received this award.
Crescendo Business Services, an independent research firm, administered a rigorous research process to find out which wealth managers scored highest in client satisfaction based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. The resulting list is an elite group of only 385 top-scoring wealth managers out of over 15,000 in the researched area.
Full details of this award and an index of the 2009 Five Star Wealth Manager Award recipients can be seen in a special section of the September edition of The Texas Monthly magazine.