We’re pleased to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a fourth year in 2019. Our firm was once again identified as one of the top rated advisors and financial planners in Phoenix and Scottsdale. The organization also rated us among the best in 2016, 2017 and 2018.
AdvisoryHQ uses a multi-step selection method for generating its list of top ranked 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.)
The reviewers highlighted our online tools and comprehensive, well-defined approach to financial planning as some of the key benefits of our firm. They also emphasized our personal touch.
“This Phoenix wealth management firm’s expertise and focus on research and strategy offers clients the guidance they need to achieve their financial goals even during uncertain economic times,” AdvisoyHQ wrote. “The firm’s focus on collaboration and individualized attention give clients significant advantages. These factors along with their unbiased, fee-only structure earn Perspective Financial Services a 5-star rating as one of the top financial advisors in Phoenix to consider partnering with in 2019.”
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.
- AdvisoryHQ uses publicly available sources to identify a wide range of firms that are providing services in a designated area.
- 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.
- 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.
- AdvisoryHQ’s finalizes the list of firms based on the results of the assessment. The list is then published to the general public.