Philip E. Lavelle Jr., Registered Associate of Thurston Springer awarded Five Star Wealth Manager Award

Independent's Financial Advisor partner, Philip E. Lavelle Jr., awarded distinguished Five Star Wealth Manager Award. Lavelle is a registered Associate of Thurston Springer

Published Sunday, November 1, 2015 by Independent Federal Credit Union

 

Philip E. Lavelle Jr., CFP® was recently awarded the Five Star Wealth Manager award for 2015! Indianapolis Monthly and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria including regulatory history, client retention rates, assets under management, and education and professional designations and credentials. In 2015, 1743 candidates in the Indianapolis area were considered for the Five Star Wealth Manager award. 348 were named 2015 Five Star Wealth Managers, all of whom are featured in Indianapolis Monthly October 2015

 

Five Star Professional presents The Five Star award to wealth managers based on research collected from industry regulators, direct supervisors, and consumers.  The Five Star award recognizes service professionals who have a history of providing high quality service to their clients. Five Star Professional partners with city and regional magazines to make research results available to consumers and promote Five Star designated professionals in more than 45 markets across the United States. Five Star Professional headquarters: 2900 Lone Oak Parkway Suite 120, Eagan, MN. 55121, Contact: 888-438-5782.

Contact Philip with your questions regarding:

 

  • Retirement Planning

  • IRAs

  • Investment Services

  • Education Funding

  • Life Insurance

  • Estate Planning

Philip’s office is located at 1203 Main St., Anderson, IN 46016 and he can be reached by calling 766.734.3744

 

Securities, Insurance products, & Advisory services offered through Thurston Springer Miller Herd & Titak, Inc. (Thurston Springer), a registered Broker-Dealer (Member FINRA & SIPC), SEC Registered Investment Adviser firm and Indiana Insurance Agency. Corporate Office located at 9000 Keystone Crossing, Ste. 740, Indianapolis, IN 46240. [Toll Free] 1.800.433.8049. Philip E. Lavelle Jr. is a Registered Associate of Thurston Springer and is doing business as Lavelle Financial. Lavelle Financial is independent of Thurston Springer.