Oconomowoc, WI – June 23, 2021 – Reb Bortz, CFP®, APMA®, a Financial Advisor with Paramount Financial Strategies in Oconomowoc, Wisconsin has been named a recipient of the 2021 Five Star Wealth Manager award by Five Star Professional. 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 2021 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, Bortz provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information or to schedule an appointment with Mr. Bortz, please contact Marcia Jungbluth at (262) 269-1299 or visit Ameriprise.com.
About Paramount Financial Strategies
Founded in 1965, Paramount Financial Strategies is a financial advisory practice of Ameriprise Financial Services, LLC. Paramount meets the financial planning needs of more than 1,500 families and advises approximately a half-billion dollars in client accounts. The practice’s headquarters is based in Oconomowoc, Wisconsin with expanded coverage in Janesville and Fort Atkinson, Wisconsin.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com.
