MacElree Harvey congratulates Lou Teti, Partner and member of the Estates and Trust Planning department, for being recognized by Wealth Manager℠ for achieving outstanding client satisfaction in the areas of Will Preparation and Estate Planning.
The honor comes as a result of extensive surveying of consumers, financial service professionals and Philadelphia Magazine subscribers. The surveys were conducted by Crescendo Business Services on behalf of Philadelphia Magazine. The goal of the survey process was to highlight those Wealth Managers in the Philadelphia area who demonstrate high levels of integrity and service. In addition, each Wealth Manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.
Less than 4% of the Wealth Managers in the Philadelphia area qualified for the award. MacElree Harvey congratulates Lou on this distinction and is pleased that residents and professionals across Southeastern Pennsylvania recognize Lou’s commitment to his clients.
