Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Investment Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Schantz Wealth Services is not affiliated with Kestra IS or Kestra AS.
Westchester Benefit Group Inc. is not affiliated With Kestra IS or Kestra AS
Investor Disclosures: https://bit.ly/KF-Disclosures
To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. (1,598) wealth managers in the (Westchester) area were considered for the award. (300) were named (2012) Five Star Wealth Managers which represents less than 7% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of (2012) Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.
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