RFA Listed Among Leading Wealth Managers of SoCal
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Author: Press Release
Released 19 June 2009
Reilly Financial Advisors, LLC Selected as One of The Leading Wealth Managers of Southern California
La Mesa, CA, June 22, 2009: Reilly Financial Advisors, LLC, a leading provider of Investment, retirement and Wealth Management services, today announced that it has been selected by Goldline Research as one of leading Wealth Managers of Southern California for 2009. The list of leading Wealth Managers of Southern California is scheduled to be published in the June 22nd issue of Forbes.
“Acknowledgements of this kind are always appreciated. They reaffirm the degree to which RFA’s efforts to strengthen each client’s financial position have been realized over a number of often challenging years. They also raise the bar measuring client service to an even higher level, which is exactly the motivation we want in place every year to provide every client ever more exceptional investment and wealth management results.” said Donald Reilly, Chief Executive Officer, of Reilly Financial Advisors.
“Those selected provide extensive client service that exceeds the industry standard,” said George Shaeffer, Analyst, Goldline Research. “We believe that they are setting the benchmarks for the industry as a whole.”
More than 2,100 Securities and Exchange Commission registered investment advisors and more than 5,100 individuals holding a Certified Financial Planner (CFP®) designation were identified in the region during the research, which was completed in May 2009.
About Reilly Financial Advisors, LLC
Reilly Financial Advisors (RFA) is an independent provider of professional investment management services. Our professional advisors have helped clients across the United States, and in countries around the world, define, prioritize and achieve their personal financial goals for 30 years. We assist individuals, families, businesses and institutions. At RFA, all of our efforts and all of our energy are focused on each of our clients all of the time.
About Goldline Research
Goldline Research is an independent market research firm that specializes in evaluating professional services providers to help consumers identify and select leading services firms. Goldline Research’s proprietary research process includes market analysis, individual company interviews and, in many industries, interviews with consumers of those services to gain feedback on market conditions and provider service levels. Goldline Research’s lists have been published in leading publications including local, regional and national magazines.