Five Star award winner Ellen Springer

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Atlanta Five Star award winner
            
            PROFESSIONAL ACCOMPLISHMENTS AWARDSaward winner 2014-2019, 2021-2024
NAIFA Atlanta: Top Femail Advisor, 2014-2023
NAIFA Atlanta: Who's Who in Atlanta award, 2018
Best of Georgia Accounting Firm, 2020-2022 (Georgia Business Journal)
ACCREDITATIONSMBA, AEP®, CLTC®, CSA, RFC®, CPA

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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 9 Atlanta-area investment professionals with the Five Star Investment Professional award.