Adriel Tam and Marcus Dusenbury Recognized for 3rd Consecutive year as a FIVE STAR Wealth Manager

Adriel Tam and Marcus Dusenbury have been named to the 2013 FIVE STAR: Best in Client Satisfaction Wealth Managers list in the April issue of Seattle Magazine for the 3rd year in a row.  The FIVE STAR Best in Client Satisfaction Wealth Manager Award is given to less than 6 percent of all wealth managers within the Seattle area.  Wealth managers are rated by their clients and other financial service professionals on customer service, integrity, knowledge/expertise, communications, value for fees charged, attainment of financial objectives, quality of recommendations and overall client satisfaction.

Adriel and Marcus are with Viridian Investment Management – an independent company providing financial services to individuals, families, and closely held businesses in the Puget Sound area.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.

Securities & Advisory Services offered Through LPL Financial

A Registered Investment Advisor Member FINRA/SIPC

 

Get In Touch

Share On Social Media

Other Recent Blog Articles

SECURE Act Update — How Could It Affect Your Retirement?

January 22, 2020

SECURE Act – Implications for You Written by Mary Ann Ferreira, Financial Advisor & Shareholder While we were all preoccupied with decorating Christmas trees, lighting Hanukah candles and/or other Holiday…

Read More

How to Invest for Capital Preservation

January 7, 2020

Article including quote from Matt Boelter, Viridian Financial Advisor and Shareholder. The article was originally published with US NEWS & World Report. To read the full article, click here. Print Friendly

Read More

Get a jump on your End-of-year Tax Planning

December 17, 2019

You might recall that the big new tax law—known officially as the Tax Cuts and Jobs Act (TCJA), signed into law in December 2017—took effect at the beginning of the…

Read More