GOLDEN, Colo.--(BUSINESS WIRE)--Local financial consultant Nelisha Firestone has been recognized for the fourth consecutive year as a Five Star Professional Wealth Manager in the Denver area and has been named as such in Denver’s 5280 Magazine and Colorado Biz. These awards are given to fewer than five percent of wealth managers in the Denver area.
Firestone, a financial consultant at the Investment and Retirement Center at Coors Credit Union, received notification from Five Star Professional, a third-party research firm which identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in Denver, Douglas, Jefferson, Adams, Arapahoe and Broomfield counties. Firestone holds registrations with LPL Financial.
Individual awards are given to service professionals who scored highest in overall satisfaction based on research conducted with peers and regulatory sources. Award candidates were evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide services to their clients, including credentials, client retention rates, assets under management, firm review and a favorable regulatory and complaint history. Wealth managers did not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.
In 2008, Firestone joined the team of the Investment and Retirement Center at Coors Credit Union where she provides consultation on retirement planning; savings and investment planning and services; asset allocation and management; life insurance; annuities, IRAs and mutual funds; education planning; estate planning; and long-term care.
About Coors Credit Union and The Investment and Retirement Center at Coors Credit Union
Celebrating 61 years in business, Coors Credit Union is a full-service financial institution with assets of more than $200 million and more than 18,000 members. Membership is open to anyone who lives or works in Jefferson, Boulder, Denver or Larimer County. Coors Credit Union helps members get smart about money, providing personal consultation and financial products including vehicle, mortgage and home equity loans; credit cards; insurance; savings and investment products; and financial guidance. Coors Credit Union can be found at www.Coorscu.org or follow us on facebook.com/coorscreditunion or twitter.com/CoorsCU.
Coors Credit Union and The Investment and Retirement Center at Coors Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by Coors Credit Union deposits and are not NCUA insured. These products are not obligations of the Coors Credit Union and are not endorsed, recommended or guaranteed by Coors Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.