D3 Financial Counselors was named a 5 Star Wealth Manager in the November, 2010 edition of Chicago Magazine. The 5 star wealth manager designation is administered a survey, by mail and phone, to 1 in 4 high-net-worth households based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. Click here to view the D3 Financial Counselors 5 Star Wealth Manager Profile.
- 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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