Trenton G. Adams, CRS
Financial Consultant		 17671 Irvine Blvd., Suite 209
Tustin, CA 92780-3150
 

 







 

 


Trenton Adams was chosen as a FIVE STAR Wealth Professional
for Orange County. 
read more.......
 

 

Perspectives on the current market and economic conditions:

Of Fires that Burn Out

This time, it still isn’t different




 

 

 





 











 

 

 

Trenton Adams was chosen as a
FIVE STAR Wealth Professional
for Orange County. 
 
The FIVE STAR program surveys the clients of 45,000 financial service professionals in Orange County the final list represents less than 7% of the wealth managers in Orange County.
 
The survey asks for evaluation based on nine criteria:  customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. 
 
I am gratified to have been chosen, and thank you if you were among the survey respondents.  I plan to continue providing you with "five star" service, particularly in these challenging times. 
 
The list has been published in the March 2009 issue of Orange Coast Magazine, or go to www.fivestarprofessional.com for survey details.
 

 


?Adapted from The New Financial Advisor, by Nick Murray

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