Five Star Wealth Manager - Bret R. Tackett, MS, CFP - 2013

Bret R. Tackett has been a named 2013 Five Star – Best in Client Satisfaction Wealth Manager, for his third consecutive year (2011, 2012, 2013).  The recognition has been announced in the November issues of Sarasota Magazine and Biz(941).  Fewer than 7 percent of the wealth managers in the area receive the award.

The recognition is by the largest and most widely published wealth manager award program in North America. The selection is the result of a research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients.

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Bret Tackett Wealth Protection Presentation