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Lupe Camargo Honored for Community Service

Lupe Camargo Honored for Community ServiceLupe Camargo honored for community service and contributions to Girl Scouts Arizona Cactus Pine Council.

Our team is dedicated to continuing their professional education and serving their community. That’s life with Perspective. Most often, their efforts take place quietly and behind the scenes, despite the enormous amount of time and energy expended. Sometimes they receive unexpected praise, and when they do we’re are thrilled to share the news.

In July, Lupe received Honorable Mention in the 16th Annual Invest in Others (IiO) Awards. The IiO Awards recognize the charitable work of financial advisors in communities across the country and around the world. It receives hundreds of nominations each year.

Lupe has supported the local council in many capacities for more than a dozen years, including as a parent, troop leader, long-time board member, and currently, as board chair.

Lupe Camargo Honored for Community Service“Lupe’s leadership contributions, distinctive service to the nonprofit, and impact on her community speak to the heart of the Community Service Award,” wrote Rose Cross, Assistant Director of Programs for the Invest in Others Charitable Foundation. “We are excited to share that Girl Scouts Arizona Cactus Pine Council will receive a $1,750 donation in recognition of her charitable work.”

Lupe Camargo Honored for Community Service
By |2022-07-29T11:52:03-07:00August 2nd, 2022|Advisors, Company News|

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AdvisoryHQ Named Perspective Financial Services a Top Advisor

We’re honored to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a fifth year in 2020. Our firm was once again identified as one of the top-rated advisors and financial planners in Phoenix and Scottsdale. The organization also awarded us its highest rating in 2016, 2017, 2018 and 2019.

AdvisoryHQ uses a multi-step selection method for generating its list of top  firms. Its review and ranking articles are 100 percent independently researched and objectively written. Firms do not pay for their ranking. (A detailed overview of AdvisoryHQ’s process is below.)

In 2020, the reviewers highlighted our flexibility and comprehensive approach, as well as our online tools, as being especially significant.

“In times of economic uncertainty, the services of a financial advisor who can help you grow and protect your assets become even more important. Perspective Financial Services takes a comprehensive and flexible approach to financial planning. This approach is designed to meet the needs of ever-changing financial situations,” Advisory HQ wrote. “This innovative Phoenix financial planner has developed a variety of online tools designed to help clients navigate their financial lives and bring the customer experience into the 21st Century.”

AdvisoryHQ reviewers also emphasized our strict fiduciary commitment.

“The firm puts the financial wellbeing of its clients at the center of everything they do. And their fee-only structure ensures that they don’t receive any commissions for the sale of financial products,” they wrote. “Clients can be assured that [Perspective Financial Services] is acting in their best interests at all times.”

Perspective Financial Services a Top Advisor: Click here to read the full article and review at the AdvisoryHQ website.

 

A step-by-step overview of AdvisoryHQ’s methodology process.

  1. AdvisoryHQ uses publicly available sources to identify a wide range of firms that are providing services in a designated area.
  2. AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
  3. Researchers trim down the initial list. AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors. They include experience, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors. This builds  a broad picture of what each firm or product has to offer, before the final selection process occurs.
  4. AdvisoryHQ’s  finalizes the list of firms based on the results of the assessment. The list is then published to the general public.

Click here to read the full methodology process on the AdvisoryHQ website.

By |2020-09-17T08:28:38-07:00September 21st, 2020|Company News, Financial Planning|