Wealth manager Albert "Al" Manfre serves as president of Heritage Financial Services and has helped over 20,000 clients throughout his nearly three-decade career. Al Manfre was listed in Orange County Magazine’s Five Star Wealth Manager list.
Five Star Professionals recognizes excellence in the performance of a financial services provider’s dealings with clients. Five Star Professionals conducts market research in 45 markets across the US to provide consumers with assistance in selecting the right professional that suits specific needs. The financial professionals in a particular area are rated and listed in the Five Star Wealth Manager List. In Orange County, California, the Five Star Wealth Manager list is published by Orange Coast Magazine.
The surveys are administered by Crescendo Business Services. Candidates are rated using 10-point criteria. They are asked to submit a profile of themselves, describing their practice over the last five years. Candidates have to certify that their information is true and accurate.
After this initial process, candidates are evaluated for possible judicial, civil, or regulatory complaints lodged with the State Board of Accountancy, State Bar, the SEC, and FINRA. In the final evaluation, candidates are reviewed by a panel of independent professionals that are experts in the industry.
To maintain the integrity of the Five Star Wealth Manager list, Five Star Professionals declared that the candidates did not pay any amount to be considered in the survey or the final list of winners. Additionally, Five Star Professionals does not endorse any of the winners, nor does the organization guarantee future investment successes for working with a Five Star Wealth Manager winner.
Five Star Professionals recognizes excellence in the performance of a financial services provider’s dealings with clients. Five Star Professionals conducts market research in 45 markets across the US to provide consumers with assistance in selecting the right professional that suits specific needs. The financial professionals in a particular area are rated and listed in the Five Star Wealth Manager List. In Orange County, California, the Five Star Wealth Manager list is published by Orange Coast Magazine.
The surveys are administered by Crescendo Business Services. Candidates are rated using 10-point criteria. They are asked to submit a profile of themselves, describing their practice over the last five years. Candidates have to certify that their information is true and accurate.
After this initial process, candidates are evaluated for possible judicial, civil, or regulatory complaints lodged with the State Board of Accountancy, State Bar, the SEC, and FINRA. In the final evaluation, candidates are reviewed by a panel of independent professionals that are experts in the industry.
To maintain the integrity of the Five Star Wealth Manager list, Five Star Professionals declared that the candidates did not pay any amount to be considered in the survey or the final list of winners. Additionally, Five Star Professionals does not endorse any of the winners, nor does the organization guarantee future investment successes for working with a Five Star Wealth Manager winner.
