Margie Shard earns Five-Star Wealth Manager Award

Posted: Friday, July 25, 2014 8:50 pm

Updated: 8:52 pm, Fri Jul 25, 2014.

Margie Shard earns Five-Star Wealth Manager Award


Margie Shard, CFP from Shard Financial Services Inc. has been given the Five-Star Wealth Manager Award from FIVE STAR Programs, the largest national research and rating agency for wealth managers. After the selection process, Shard was named in the top 7 percent of wealth managers in the Detroit area. Shard has been recognized two years in a row for this prestigious award. 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. “I just want to thank everyone who participated in the survey process,” Shard said. “My clients especially. I wouldn’t have been awarded this if I didn’t have the opportunity to provide them with the best service I can.”


Friday, July 25, 2014 8:50 pm.

Updated: 8:52 pm.


Saturday, July 26th, 2014 EN

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