Browne a 2010 FIVE STAR Wealth Manager

Allegheny Advisor James Browne Among Top Wealth Managers

Pittsburgh Magazine survey of affluent area residents rated satisfaction with advisors

An extensive survey of Pittsburgh-area residents with high net worth has identified James J. Browne, CFP®, and eighteen other advisors from Allegheny Financial Group and Allegheny Investments among the region’s top wealth managers in 2010 on the basis of clients’ satisfaction.

The independent survey, sponsored by Pittsburgh Magazine, ranked financial planners, accountants, attorneys, tax advisors, investment advisors, life-insurance agents, and other professional financial advisors on performance in relation to nine criteria—customer service, integrity, knowledge & expertise, communications, value for fee, meeting of objectives, post-sale service, quality of recommendations and overall satisfaction.

The top performers identified from the survey were named to the magazine’s list of Five-Star Wealth Managers by a panel of independent, industry judges.

“Jim is a pioneer in financial advisory services; he sets the standards for the profession, not only in western Pennsylvania, but way beyond,” said Allegheny Senior Vice President David Jeter, CFP®.

In all, the Five-Star designation was awarded to fewer than five percent of all financial advisors in the region. A description of the survey and its methodology appeared in the July 2010 issue of Pittsburgh Magazine.

For more information, call 412 536 8021, or email.

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