News Release: Hudson Valley Five Star Wealth Manager Recognized
March 30, 2017 | By Steven DiGregorio
News Release
For Immediate Release
Andrew Ciccone, Media Relations
Hudson Valley Public Relations
hello@hudsonvalleypublicrelations.com
845.202.7087
Hudson Valley Five Star Wealth Manager Recognized for Quality Service
HUDSON VALLEY, NY April 3rd, 2017 — Steven M. DiGregorio, President of Compass Asset Management Group has been chosen as a 2017 Hudson Valley Five Star Wealth Manager by Hudson Valley Magazine. This is the fifth consecutive year that Mr. DiGregorio has been recognized by clients and peers for providing the highest quality of service to his clients.
Hudson Valley Five Star Wealth Manager 2013, 2014, 2015, 2016 & 2017
Steven DiGregorio, President Compass Asset Management Group LLC
Mr. DiGregorio’s “hard work and dedication” as a financial advisor has earned him the Five Star honor and distinction, Dan Zdon, CEO Five Star Professional. The Five Star Wealth Manager is the largest and most widely published award program in the industry. Recipients of this exclusive professional award are selected based on a rigorous research process, including regulatory and consumer complaint reviews and an evaluation of objective criteria associated with investment managers that provide outstanding service to their clients.
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About Compass Asset Management Group
Our boutique-style firm has an investment philosophy is both prudent and value driven. We combine research from the largest firms on Wall Street with three decades of market experience to provide strategic, tactical and dynamic investment management. Compass Asset Management Group, LLC delivers personalized financial planning, estate planning and investment management advice in a private setting with a high degree of sensitivity to your concerns and objectives. Our goal is to exceed yours expectations by listening closely, understanding deeply and communicating well through frequent, personal consultations entirely focused on your financial goals.
Set Your Course for Success, Call Compass Asset Management Group Today!
Compass Asset Management Group | 100 Stony Brook Ct. | Newburgh, NY 12550
845.563.0537 | www.CompassAMG.com
Steven M DiGregorio is President of Compass Asset Management Group, LLC and an Investment Advisor Representative with Spire Wealth Management, LLC a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.
Tags: boutique, family office, financial, five star, five star wealth manager, hudson valley, hudson valley magazine, investment advisor, registered investment advisor, RIA, wealth manager
