Congratulations
On Being Named a
2009 FIVE STAR Best in Client Satisfaction Wealth Manager
Strategic Benefit Consultants Team
Suite A
Indianapolis, IN 46240
(317) 848-4744
(317) 848-4467
www.strategicbenefit.com
Enhancing and Preserving Lifestyles
- Comprehensive personalized approach to wealth management
- Independent, objective and unbiased strategies
- Dedicated to the highest degree of service and communication
Area of Focus: Retirement Planning and Portfolio Management
Advisor is licensed/registered to do business with U.S. residents in the states of: IN
Securities offered through LPL Financial member FINRA/SIPC
Strategic Benefit Consultants and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Strategic Benefit Consultants clients. Actual client results and experiences will vary.
Left to right: FIVE STAR Wealth Managers Patrick B. Morrow and Scott G. Holley
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.