Five Star Professional Disclosure

DISCLOSURE:

“Patrick McNamara is awarded The FIVE STAR Wealth Manager Award in the Wealth Management Category, based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2022 Five Star Wealth Managers. The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients.  Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada.  Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to:  www.FiveStarProfessional.com.”