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THIRTEEN EXPERTS FROM THE HENSSLER FINANCIAL GROUP NAMED TO ATLANTA'S FIVE STAR WEALTH MANAGER LIST
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October 6, 2009. Kennesaw, Ga.—Recognized for their outstanding work, 13 associates from The Henssler Financial Group were named on the 2009 FIVE STAR Best in Client Satisfaction Wealth Manager list in the October issue of Atlanta Magazine.
Gene W. Henssler, Ph.D.; Patricia T. Henssler, C.P.A.; Daniel J. DiLuzio, C.P.A; Connie E. Holt, E.A.; Scott L. Keller, CFA; William G. Lako, Jr., CFP®; Scott Martin, CFP®; Steve Michael; Elizabeth Murphy, CFP®; Bob Norton, CIC; Theodore L. Parrish, CFA; Karen D. Rinehart, CFP®, and Jennifer J. Thomas, CFP®, were among 579 of Atlanta's top-scoring wealth managers in the area. The resulting list represents wealth managers who embody the characteristics that make up great client satisfaction.
"In a time when so many investors are spooked by what's happening in the market, I'm proud our clients place their trust and confidence in our investment advice and wealth management services," firm owner Gene Henssler said. "It's truly rewarding to receive such an acknowledgement for the effort that we put into our client relationships."
The process began when Atlanta Magazine partnered with Crescendo Business Services to conduct a survey among 70,000 high-net-worth residents and magazine subscribers. An additional 6,500 surveys were sent to financial service industry professionals. The goal was to find wealth managers who valued trust, dependability and service while representing client interests—something that is certainly familiar to The Henssler Financial Group.
"It is an honor to have our work and professionalism recognized," added Lako, the firm's Managing Director and one of the firm's six principals. "Our dedicated staff of experts, our in-depth knowledge of our clients' financial outlook, and our steadfast investment philosophy have made the difference for many clients."
The survey assessed wealth managers who were known personally by customers on nine different criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Years of experience were also taken into account, with a minimum experience of five years in the financial services industry required to be considered for the list.
Any regulatory and civil judicial actions on each wealth manager were reviewed, as well as any customer complaints by FIRNA and other regulatory agencies. Before the list was complete, a "blue-ribbon" panel with individuals from various financial service industries evaluated the wealth managers as a final deciding measure.
"Our biggest asset is our reputation, and we have received this nomination two consecutive years," boasted Henssler. " This year, the recognition is particularly timely given the fact investors are finding it difficult to find a wealth manager they can truly trust and rely on during extremely trying market conditions."
The Henssler Financial Group's experts have been featured as guests on both local and major national broadcast networks, and have an exceptional understanding of the interview process from both sides of the microphone. A ReadyCam™ internal satellite uplink studio powered by VideoLink, allows the experts at The Henssler Financial Group to provide market commentary on live broadcast segments for national television outlets by only traveling a few yards from their office.
"I'm excited that we have the ability to reach a large audience from our office. We have clients not only in Atlanta, but across the United States. The satellite studio allows us to connect to national and worldwide television networks to discuss market, economy and large cap stock issues and trends and how it affects investors," Henssler said.
During the financial crisis in October 2008, both Henssler and Parrish were frequently featured as market experts on local Fox affiliate WAGA, as well as nationally on CNBC and Bloomberg Television.
About The Henssler Financial Group
With assets under advisement of more than $1.08 billion as of Sept. 30, 2009, The Henssler Financial Group has been delivering comprehensive financial solutions to its individual, corporate and institutional clients for 20 years. Founded in 1987 by Gene W. Henssler, Ph.D., The Henssler Financial Group provides solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting, small business retirement planning and estate planning.
Join Dr. Gene Henssler, Bil Lako, CFP®, and Ted Parrish, CFA on Atlanta's longest running, most respected financial show on radio, "Money Talks," Sunday from 10-11 a.m. on 920 AM WGKA. Dr. Gene and his Associates host the weekly call-in radio show answering financial questions with the fact-based, no nonsense approach that Dr. Gene has provided to "Money Talks" listeners for 21 years.
More information on The Henssler Financial Group can be found on the firm's Web site, www.henssler.com, including important disclosures regarding The Henssler Financial Group and its businesses, in addition to an extensive library of articles on a variety of financial topics.
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Media Contact: Kelly-Lynne Scalice · · 678-797-3781
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