As seen in
Dallas/Fort Worth Five Star award winner
George B. Alden, Jr., CFP®, ChFC®, MBA, MSFS
CERTIFIED FINANCIAL PLANNER™ Professional
Eagle Strategies LLC
Alden Financial Group
2021 Five Star
Wealth Manager
Contact Me!
Ten-Year Winner
PROFESSIONAL PROFILE

George B. Alden, Jr., CFP®, ChFC®, MBA, MSFS
CERTIFIED FINANCIAL PLANNER™ Professional
Eagle Strategies LLC
Alden Financial Group
972-774-2334
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2012 — 2021
  • George is proudly starting his 40th year with New York Life and his clients. 


RESOURCES

How to Pick a Financial Planner

This award was issued on 7/1/21 by Five Star Professional (FSP) for the time period 09/21/2020 through 04/30/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4007 Dallas-area wealth managers were considered for the award; 323 (8% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.
Click to access BrokerCheck

George Alden, Jr., CFP®, ChFC®, MBA, MSFS is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, Minnesota and Missouri. No insurance business may be conducted outside these states referenced.

George Alden, Jr., CFP®, ChFC®, MBA, MSFS is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, (972) 387-2929. In this regard, this communication is strictly intended for individuals residing in the states of Texas, California, Colorado, Minnesota, and Missouri. No offers may be made or accepted from any resident outside the specific states referenced.

Alden Financial Group is not owned or operated by Eagle Strategies LLC or its affiliates.

George Alden, Jr., CFP®, ChFC®, MBA, MSFS is registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Texas, Colorado, Minnesota, and Missouri. As such, these services are strictly intended for individuals residing in these states.

Neither NYLIFE Securities or Eagle Strategies LLC is affiliated with Five Star Professional. Please find more information about theFive Star Professional Program at https://fivestarprofessional.com/ 

*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.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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 FSP, 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 FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP'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. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP 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 FSP in the future. Visit www.fivestarprofessional.com.