Seven-Time Top 100 Financial Planners Company Highlighted as One of Five Financial Planners Utilizing Team Approaches
(firmenpresse) - CLEVELAND, OH -- (Marketwire) -- 10/08/12 -- Earlier in 2012, , CEO and President of , was recognized as one of the nation's top 100 financial planners for the seventh consecutive year. Recently, Barron's magazine, a weekly premier financial publication, highlighted NCA Financial Planners as one of five nationwide financial planners for success in utilizing a team approach to managing wealth.
reviews data from more than 4,000 advisors across the country to develop its list, and NCA Financial has become a yearly mainstay throughout their evaluations.
According to Barron's, the market has shifted from an individualistic approach as investors are becoming more conscious of how their wealth is managed. has been utilizing this team approach since 1990, placing a strong emphasis on personal relationships. Another trend in financial planning involves bringing in more female financial advisors. NCA Financial has been in front of this trend, currently consisting of 80% female advisors.
NCA emphasizes the nature of the financial advising team through its compensation structure. Each advisor is salaried, and their bonuses are team-based.
"Offering bonuses in a team-based manner results in a non-competitive climate where the goal is to help clients succeed. Period," says Myeroff. "You can't have individual financial thoughts in your head if you are trying to help the client, and these team efforts have been a strong contributor to our top 100 ranking."
For more information on NCA Financial Planners, please visit .
NCA Financial Planners is an independent, full-service financial planning firm located in Cleveland, Ohio. For more than 30 years, NCA has provided investment management, retirement planning, estate and tax planning services to a broad range of professionals and retirees. For more information, visit .
The "Barron's Winner's Circle Top 100" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management. Portfolio performance is not a factor. Please see for more information.
Securities Offered Through Royal Alliance Associates, Inc., Member FINRA, SIPC
Advisory services offered through NCA Financial Planners, a registered investment advisor.
NCA Financial Planners is not affiliated with Royal Alliance Associates, Inc.
These rankings and awards may not be indicative of future performance. Working with a highly-ranked adviser does not ensure that a client or prospective client will experience a certain level of performance results. These rankings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.
NCA Financial Planners
6095 Parkland Blvd., Suite 210
Cleveland, OH 44124
Corporate Contact:
Marcy Bahr
P: 440.473.1115
E:
Agency Contact:
Abbey Ball
P: 330.655.5522 x4230
E:
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Datum: 08.10.2012 - 16:47 Uhr
Sprache: Deutsch
News-ID 190362
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CLEVELAND, OH
Kategorie:
Commercial & Investment Banking
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