Jeremy Goldstein, Managing Director
(248) 585-1900 or email@example.com
For Immediate Release:
Royal Oak, MI (April 11, 2011)—Anthony Bucci of Blue Water Financial, LLC has been named a recipient the 2011 FIVE STAR Wealth Manager Award. This prestigious honor represents the pinnacle of achievement in the financial services industry.
Given to less than seven percent of all wealth managers in Southeast Michigan, receipt of the award is based on the results of two exhaustive surveys. The first was a poll of one in four area households identified as high net worth, a number exceeding 141,000. The second was a survey of over 5,000 local financial professionals who are representatives of the Financial Industry Regulatory Authority (FINRA), the nation’s largest independent regulatory body overseeing the securities industry.
Candidates for the FIVE STAR Wealth Manager Award were subject to a rigorous evaluation centering on nine core criteria: Customer Service, Integrity, Knowledge and Expertise, Communication, Quality of Recommendations, Achievement of Financial Objectives, Value Relative to Fees Charged, Service post sale, and Overall Satisfaction.
In addition, potential winners were reviewed by all pertinent governmental agencies, including the US Securities and Exchange Commission, the Michigan State Board of Accountancy and the State Bar of Michigan.
About Blue Water Financial:
Based in Royal Oak, Anthony Bucci of Blue Water Financial, LLC and his partner Jason Wanecek offer full service financial planning and high quality, personalized service to employees of the US government, individuals, and small businesses. Blue Water Financial offers a well developed suite of services specifically tailored to meet the needs of each of these markets.
Blue Water Financial Group’s core function is offering assistance to associates of the US Postal Service and other federal agencies in navigating their complex benefit programs. Specific services include CSRS/CSRS Offset Annuity Calculations plus TSP planning and research to assist in accurate retirement planning, guidance with making FEGLI decisions, help with the Federal Long Term Care program and with outside personal financial concerns.
For individuals, these include strategies to help plan for retirement and education financing, risk management and personal legacy planning.
For small businesses, services offered include assistance in developing employee benefit plans, succession planning and overall coordination for the business owner so that she can concentrate on the day to day affairs of the company.
Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life InsuranceCompany® (AUL) and other insurance companies. Blue Water Financial Group, LLC is not an affiliate of OneAmericaSecurities or AUL and is not a broker dealer or Registered Investment Advisor.