The Bellingham Business Journal
Seattle Magazine has named Multop Financial in Bellingham as a 2010 FIVE STAR: Best in Client Satisfaction Wealth Manager. Seattle Magazine partnered with Crescendo Business Services to survey high-net-worth individuals and leaders of financial service industry companies on their satisfaction with wealth managers.
Wealth managers were evaluated based on criteria such as customer service and communication. They were also reviewed for any regulatory actions or customer complaints against them. A blue-ribbon panel of individuals from the finance service industry then commented on each wealth manager.
The final list represented less than 7 percent of all wealth managers in the Seattle area, and Multop Financial, with its 30 years of service in Whatcom County, made the cut.