HOLLYWOOD, Fla.--(BUSINESS WIRE)--KR Financial Services, Inc.(KRFS), a registered investment advisory firm servicing clients since 1996, is proud to announce the firm was ranked thirty-third in CNBC’s inaugural Top 100 Fee-Only Wealth Management Firms list.
Jeffrey B. Koch – President – KR Financial Services, Inc., “We are extremely proud and honored to have been ranked in this prestigious list by CNBC. This ranking speaks to our pristine reputation within our industry, which we’ve worked to uphold and maintain since the founding of the firm.”
Maria Mas Blet – Managing Director – KR Financial Services, Inc., “A ranking of this kind is especially significant because we pride ourselves on our ability to be trusted and unbiased confidants for our clients. We value every relationship we have and will continue to keep our clients financial goals and well-being at the forefront of our practice.”
About the Top 100 Fee-Only Wealth Management Firms list
The list was based on a proprietary formula which tabulated scores on the following methodology: assets under management, professional designations such as CFP®, affiliation with third-party professionals such as attorneys or CPAs, average account size, client segmentation, growth of assets, years in business, number of advisory clients, and providing advice on insurance solutions. The list included only those firms that did not have any disciplinary record at any regulatory agency.
To view the entire listing: http://www.cnbc.com/id/101619698.
About KR Financial Services, Inc.
KR Financial Services, Inc. (KRFS), a subsidiary of Goldstein Schechter Koch, strives to provide clients with exceptional portfolio management services. Using extensive research and market analysis, backed by sound investment principles, the Firm endeavors to produce respectable, risk adjusted returns for our clients. Our dedicated staff of financial service professionals is also committed to providing outstanding client service, backed by the latest back office technology. And, all of our staff members are hired based upon our high standards and principles. KRFS acts as your fiduciary. As such, we meet the highest standard of care regarding your investments. The Firm’s approach to investing emphasizes reduction in risk while maintaining returns above established benchmarks. For more information please visit www.krfinancialservices.com.