Nov 14

Northwest Financial Advisors James Christy Selected as a 2018 Five Star Wealth Manager

Herndon, Va. — Five Star Professional selected wealth advisor, James Christy, as a 2018 Five Star Wealth Manager in the Washington, DC region. This is the fourth consecutive year the organization has selected Christy for the recognition.

Wealth managers are financial professionals with the experience and capability to handle higher net worth clients with complex financial management and planning needs. Five Star Professional conducts extensive research and publishes a list of top-rated wealth advisors to help consumers with the decision of selecting a qualified financial professional in their area. Christy was chosen among 1,975 candidates in the region, and had the honor of inclusion in a recent winner announcement in The Washington Post Magazine.

“We’re pleased to once again see Five Star Professional recognize Jim as a top wealth manager in our area. This award is a reflection of the deep commitment Jim has to his profession and to the well-being of our clients,” said Kevin Fisher, president and CEO of Northwest Financial Advisors.

Candidates for the award are judged on ten objective evaluation criteria including industry credentials, experience and assets under management, among many other factors.1 Christy’s award profile may be found on the Five Star Professional website.

About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than two decades, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’s securities custodian,2 ranked NWFA the No. 1 investment program among its credit union programs and the No. 6 investment program among its bank and credit union programs combined in 2018.3 Visit www.nwfllc.com for more information. 

About Five Star Professional
Founded in 2003, Five Star Professional conducts market research to define and promote professional excellence in the professions it serves. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to publish its research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States.

                
1Award based on 10 objective criteria such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017 and 2018 Five Star Wealth Managers.
2As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
3LPL Financial Institution Program rankings based on total investment revenue as of June 30, 2018.
Securities offered through LPL Financial, member FINRA /SIPC . Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor (RIA). Northwest Financial Advisors, Northwest Capital Management, Northwest Federal Credit Union and Bank Investment Consultant are not affiliated with LPL Financial.
Not NCUA Insured. | Not Credit Union Guaranteed. | May Lose Value.

Recent Articles

Jun 17

Bank Investment Consultant Names Senior VP Karen Benedict a 2019 Top 30 Program Manager

Herndon, Va. — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union (Northwest Federal), today announced that Karen Benedict, NWFA senior vice president and investment program manager, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list. Benedict has appeared on the prestigious investment industry list for four consecutive years. She is also the only institution-based investment program manager in Northern Virginia to make this year’s list.

Mar 18

In response to COVID-19, our team is working remotely to provide you with continued and uninterrupted service <MORE>

 

To our valued clients and others who may be concerned:

In light of the coronavirus (COVID-19) situation, we would like to assure you that we are taking steps to minimize any potential impact to our clients, employees and others in the interest of everyone’s safety and wellness. 

This event, first and foremost, has all of us focused on the protection and health of our families, friends and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.