Five Star Professional

Posted on: January 6, 2016

Brett Bernstein, CFP® and Rob Kantor, ARPC, were selected as 2015 Washington D.C.  Five Star Wealth Managers. The award is 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.

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Whatever your current background is in an investment advisory capacity, XML Financial Group can help you think about, address, and execute on the decision to go independent.

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Brett Bernstein, CFP® and Rob Kantor, ARPC, were selected as 2015 Washington D.C.  Five Star Wealth Managers. The award is 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.