Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
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Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine B.
Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not A. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years 3. Credentialed as a registered investment adviser or a registered investment adviser representative 2. * The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Not an offer or solicitation in any state where not licensed or registered. For additional licensing information please contact HTK at (732) 225-0777. We are only securities registered in VA and MA, as well as only insurance licensed in GA, and AZ. We are insurance and securities licensed in our resident state of New Jersey (NJ), as well as the following states: NY, PA, NC, SC, FL and CA. Trademarks belong to their own respective owners. Stone Hill Financial and HTK are unaffiliatd with myMoney. Click on this video to learn more about how your personal information is held with the highest level of security.Ĭlick here to access your personal "myMoney" website In today's internet world, your piece of mind and security is a high priority. Go mobile with Stone Hill Financial! Now you can access all of your important information on your smartphone or device. myMoney is a state of the art financial information and management system that allows you to organize and monitor all of your important information in one secure place. Part of meeting your goals requires organizing all of your important personal and financial information. Read more information, guides and helpful tools about the MyMoney Five Earn principle.Stone Hill Financial LLC wants to help you meet your financial goals. Top 10 Ways to Make Your Health Benefits Work for You.Many employers will match part of every dollar you save this way, and you will benefit from it when you retire. If so, you can arrange to have retirement savings automatically moved from your paycheck to a retirement account. It’s a good idea to sign up if your employer offers a retirement savings program.Be sure you take advantage of all the credits and deductions that help lower your taxes.Usually, your deductions and withholdings include federal, state and city income taxes, Social Security and Medicare taxes, your contributions for retirement savings, and payments for health insurance provided as part of your job.
Your take-home pay (net income) is what you receive after any taxes and deductions are subtracted. Remember, your employer has to subtract certain taxes and other items from your wages every pay period.
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