Our first priority is helping you take care of you and your family.
San Francisco/Bay Area-Based Wealth Management Firm
WALNUT CREEK, CALIF. (PRWEB) NOVEMBER 14, 2019
Five Star Professional and http://www.oracitron.com Ora Citron, Financial Consultants, are pleased to announce Ora Citron has been chosen as a Five Star Wealth Manager for 2019. This is their highest award for Wealth Managers and is based on ten criteria including credentials, education, regulatory and complaint history, number of client households served and other criteria.
“I am very honored to be named among such a prominent list of well-respected wealth managers,” said Ora Citron. “It is our purpose and passion to support our clients in establishing their customized plan and to keep them on track toward a meaningful and purpose-driven financial future. Our clients have come to expect long-term relationships based on excellence in service, the highest levels of trust, and having the information needed to make informed decisions about their money so that it helps meet their personal goals.”
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience, and a thorough regulatory history review.
“We congratulate Ora Citron for being named a Five Star Wealth Manager for the fifth year!,” said Daxs Stadjuhar, Managing Partner and CCO, for The Financial Services Network. “We look forward to our continued success working together in support of our clients and our community.”
About the research process:Now entering its 15th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.
Self-nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.
About The Financial Services NetworkWhen you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals to ensure that they have the support needed to help you plan for your financial future.
One of those key relationships is The Financial Services Network (The Network). The Network was founded over three decades ago with a singular purpose of supporting independent financial advisors. The Network’s diverse team includes a highly experienced group of business, investment and compliance professionals serving the needs of a select group of financial advisors who share a common bond of excellence and desire to elevate their practices. The Network’s mission is to bring experience, expertise, and passion into partnerships so that advisors can focus on helping clients navigate their path to achieving financial security. ORA CITRON Financial Consultants has been a partner office of The Financial Services Network since 2004.
About Ora CitronOra Citron Financial Consultants is an independent wealth management firm that, at its core, is an advocate for our clients; we have the client–and only the client–in mind. Our mission is to get to know and understand a client’s needs, wants, and long-term goals. From saving for college to saving for retirement, or losing a partner through divorce or becoming a widow, personal finance challenges can be overwhelming. Our commitment is to use all our resources to help you pursue your goals and ease the path through life’s transitions. We believe in thinking “out of the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. http://www.oracitron.com
Ora Citron is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC, and Ora Citron are separate entities from LPL Financial. Ora Citron may only discuss and/or transact business with residents of California, Arizona, Washington, and Florida. Securities registrations currently held with LPL Financial, Life and Health Insurance, Long Term Care Partnership certification. CA Insurance License #0D87132
For information on how we can become registered in your state, please contact our office or visit our website http://www.oracitron.com
Pioneers in Building Financial Independence for Women
The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, today announced that it has merged with Ora Citron, a private wealth management firm, based in Walnut Creek, CA. Effective March 1, 2019, Ora Citron will begin operating with The Diamond Group Wealth Advisors. They will continue to serve their clients using both offices, located in Walnut Creek and San Ramon, California.
We understand each of us faces unique challenges preparing for retirement. We help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, working through the loss of a partner, or need estate planning, our personalized service focuses on achieving your financial goals and objectives.
We help clients by providing three key tools: ♦ A clear understanding of the client's financial goals ♦ A well-defined road map for fulfilling those goals ♦ Ongoing advice to help adjust the road map when needs changeWith years of financial experience we can help you meet your needs for today and the many years to come. We look forward to working with you through all stages of your life.
We create strategies tailored to your goals
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
Customized financial strategies aligned with your unique needs.
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