Montileone a 2010 FIVE STAR Wealth Manager
Allegheny Advisor Michael Montileone 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 Michael Montileone, CFP®, and eighteen other advisors from Allegheny Financial Group and Allegheny Investments among the region’s top wealth managers on the basis of clients’ satisfaction. Montileone was named to the list of top wealth managers in 2009, as well.
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.
“Michael is a model financial advisor, both knowledgeable and caring. It’s no surprise his clients value him highly,” 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.