Detroit Five Star award winner

PROFESSIONAL PROFILE

James D. Maendel

President: Wealth Advisor
Maendel Wealth
1450 W Long Lake Rd Ste 150
Troy, MI 48098
Office: 248-282-4183
Cell: 248-982-6148
jim@maendelwealth.com
www.maendelwealth.com

Professional Approach

Welcome, I’m James Maendel, President of Maendel Wealth in Troy, Michigan. 

With over 17 years in the financial services industry, I am passionate about helping clients make smart, well-informed decisions that make a meaningful and lasting impact in their lives and investments - providing them with a framework for greater financial independence. Since starting my business in 1999, I've guided clients through bear markets, the dot-com bubble, and the 'great recession' -the unprecedented global financial and housing crisis of 2008, gleaning experience and insights I believe only the market "trenches" can give. 

Here at Maendel Wealth we understand that individuals face unique challenges as they navigate today's financial landscape planning for retirement and a secure future for their families & businesses. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings, corporate or estate planning, our personalized service focuses on your needs, wants, financial goals, and objectives.We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. To get started, please call (248) 282-4183, email me at jim@maendelwealth.com or visit our website at maendelwealth.com

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Securities and Investment Advisory Services offered through L.M Kohn & Company, a registered broker/dealer, member of FINRA, SIPC, MSRB. D.B. French & Company, LLC OSJ branch of L.M. Kohn & Company.

Five Star Wealth Manager Award- The Five Star Wealth Manager Award is not indicative of the wealth manager’s future performance or the experience of all clients. There can be no guarantee of future performance or success. Research is regional and is conducted by Five Star Professional. Award candidates are evaluated against 10 objectives. Wealth managers do not pay a fee to be considered or placed on the final list, however, once awarded, they may purchase additional profile ad space or promotional products such as plaques, trophies and reprints. This enhanced online profile was purchased for the amount of $435 as a paid advertisement.

*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 Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1836 Detroit area wealth managers were considered for the award; 356 (19 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 1961 considered, 630 winners; 2015: 2238 considered, 627 winners; 2014: 3448 considered, 658 winners; 2013: 2762 considered, 749 winners; 2012: 2658 considered, 745 winners.