For the second year in a row, D3 Financial Counselors was named a Five Star Wealth Manager in the November, 2011 edition of Chicago Magazine. This award is administered to less than 2 percent of licensed wealth managers in the Chicagoland area. To be named a Five Star Wealth Manager you must score the highest in overall satisfaction as determined by a client and services industry professional focused survey conducted under the direction of Crescendo Business Services.
- IRS Releases Updated Form W-4 and Withholding Calculator
- Asset Sale vs. Stock Sale of a Business – What’s the Difference?
- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
- Umbrella Liability Insurance
- New Reports Highlight Continuing Challenges for Social Security and Medicare
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