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DIANE M. PEARSON, JAMES J. HOLTZMAN, AND LOUIS P. STANASOLOVICH SELECTED AS 2017 FIVE STAR WEALTH MANAGERS

Contact: Christopher J. Kail
Company:  Legend Financial Advisors, Inc.®
Address:  5700 Corporate Drive, Suite 350
Pittsburgh, PA 15237-5829
E-mail:  legend@legend-financial.com
Telephone: (412) 635-9210
Date: July, 2017


For Immediate Release


DIANE M. PEARSON, JAMES J. HOLTZMAN, AND LOUIS P. STANASOLOVICH 
SELECTED AS 2017 FIVE STAR WEALTH MANAGERS

Pittsburgh, Pennsylvania - Legend Financial Advisors, Inc.®(Legend) a Non-Commission, Fee-Only, Fiduciary advisory firm is pleased to announce that Diane M. Pearson, CFP®, PPC™, CDFA®, James J. Holtzman, CFP®, and Louis P. Stanasolovich, CFP®, CEO and President each have been recently selected as three of the Pittsburgh Area’s 2017 FIVE STAR Wealth Managers, which was published in the July, 2017 issue of Pittsburgh Magazine.  This is the fifth time for both Diane and Lou and the fourth time for Jim to have been selected for this honor.

In partnership with Pittsburgh Magazine, Crescendo Business Services administered an extensive survey by mail and phone to financial advisory firms within the Pittsburgh area in an effort to compile this year’s FIVE STAR Wealth Manager list. 

Wealth managers with a minimum of five years of experience were selected based on who scored the highest in overall satisfaction.  The thorough research methodology and selection criteria took into account client evaluations in various categories including: client service, integrity, knowledge and expertise, communication, value for fee charged, meeting financial objectives, and quality of recommendations.  The selection criteria also included input from regulatory compliance reviews and Blue Ribbon Panel reviews. 

Legend Financial Advisors, Inc.® (Legend) is a Non-Commission, Fee-Only, Fiduciary U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania.  Legend provides Personalized Wealth Management Services Including Financial Planning And Investment Management Strategies to affluent and wealthy individuals, business entities, medical practices and non-profit organizations as well as retirement plans.  Legend and its award-winning advisors are Fiduciaries.

 

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  • DIANE M. PEARSON, JAMES J. HOLTZMAN, AND LOUIS P. STANASOLOVICH SELECTED AS 2017 FIVE STAR WEALTH MANAGERS



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