Jean D. Koehler, financial advisor with Ameriprise Financial in Arcadia, has been named a recipient of the 2016 Five Star Wealth Manager award by Five Star Professional for the fourth consecutive year. The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.
To receive the 2016 Five Star Wealth Manager award a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients, including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history.
As a financial advisor with Ameriprise Financial, Koehler focuses on helping her clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact Jean Koehler at 55 E. Huntington Drive, suite 340, or by phone at (626) 254-0455.