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Congratulations to Budd, Melone & Company, named by HOUR Detroit Magazine's (June Issue) and DBusiness Magazines (July/August Issue) as one of SE Michigan's "Five Star Wealth Managers."
The groups being profiled were the top 7% in the region.
HOUR MAGAZINE (June Issue has the profile)
CRITERIA: A third party firm sent/contacted over one hundred thousand phone and mail questionnaire's to high-net worth families in SE Michigan and/or colleagues (CPA and Attorney's). Each client respondent is asked to evaluate only wealth managers whom they have worked with and each peer respondent is asked to evaluate only wealth managers whom they know through personal experience.
Client respondents evaluate wealth managers on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged,(vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: (i) integrity, (ii) knowledge/experience, (iii) overall reputation. The questionnaires are structured to make it equally easy for an individual to give negative or positive responses regarding each wealth manager evaluated.
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