FAIRMONT, Minnesota – As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Sweet Financial Services has received the Women’s Choice Award® 2016 for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices. Sweet Financial Services is honored to win this award for the third year in a row.
We are honored to win this award for the third year in a row, as well as being the only Minnesota Financial company in Minnesota to be featured in USA Today for this accomplishment.
The Women’s Choice Award is a recognition program for qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment the Sweet Financial Services team has to extraordinary service in addressing the financial needs of women and their families.
“We attribute this honor to our SmarterWomen group of Sweet Financial, which is dedicated to educating and guiding women on the path to their best life,” said Bryan Sweet, Founder and CEO of Sweet Financial. “The SmarterWomen Team, along with Wealth Advisors Lynne Burgraff and Amber Knips, help women in every aspect of their lives impacted by their finances, family, marriage, divorce, widowhood and retirement.”
Women currently control 51 percent of all wealth in the United States, and, according to the Federal Reserve, this number is projected to reach 66% by 2020.* Because they understand the important role that women play and their quest for financial independence, Sweet Financial Services created the SmarterWomen Group. The SmarterWomen Team, along with Wealth Advisors Lynne Burgraff and Amber Knips, help females in every aspect of their lives impacted by their finances, family, marriage, divorce, widowhood and retirement. Empowering women through education and guidance to help them achieve their goals and dreams is the mission of the SmarterWomen Group.
To see the Sweet Financial USA Today feature Click Here.
Interested in becoming a member? Learn more about our group dedicated to guiding and educating women! Click Here
Sweet Financial Services is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James is not affiliated with SmarterWomen. Raymond James is not affiliated with the The Women’s Choice Award®, WomenCertified®, or the Women’s Institute for Financial Education. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethic and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. *http://www.forbes.com/sites/sashagalbraith/2011/03/18/financial-servicesthe-industry-women-love-to-hate/ The Women’s Choice Award® by WomenCertified®, is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey. The full award criteria can be found here: http://www.wife.org/wp-content/ uploads/WCAFACompliance-Review.pdf Raymond James is not affiliated with the The Women’s Choice Award®, WomenCertified®, or the Women’s Institute for Financial Education.