Noteworthy

Texas Monthly awarded Jerry Boda with the
FIVE STAR: Best in Client Satisfaction Wealth Manager^{SM
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The FIVE STAR: Best in Client Satisfaction Wealth Manager award is limited to less than 7% of all professionals within the Dallas/Fort Worth area. As an independent third party, Crescendo presents the FIVE STAR award to assist consumers in selecting a wealth manager who provides exceptional client satisfaction, indicated by other consumer and industry peers.

In December, more than 95,000 high-net-worth consumers and subscribers of Texas Monthly were surveyed by mail and phone. An additional 7,250 surveys were sent to leaders of financial service industry companies.

Recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.

Before finalizing the list wealth managers, were reviewed by a blue-ribbon panel comprised of knowledgeable individuals from within the financial services industry. 

The resulting list of 2009 FIVE STAR Wealth Managers is an elite group, representing less than 7% of the wealth managers in the Dallas/Fort Worth area.**

Congratulations Letter from SagePoint Financial 

Jerry Boda Named One of
America’s Top Financial Planners
Four Consecutive Years by
The Consumers Research Council of America

Consumers' Research Council of America, a Washington, D.C. based research organization, provides consumers' information guides for professional services throughout America. It is their purpose to help educate and assist consumers in obtaining the finest professional services.

Consumers' Research Council of America publishes books, e-magazines, Web information guides and compiles lists of America's Best. Consumers' Research Council specializes in the healthcare, education, legal and financial industries.

Consumers' Research Council of America does not accept fees, donations, sponsorships or advertising from any individuals, professionals, corporations or associations. This policy was enacted to ensure an unbiased selection for the lists of America's Best.   This award is based on experience, training, education and certifications.   
 

Jerry Boda, CFP is Ranked 5th in the Nation
by SunAmerica Securities, Inc. - 2003

In 2003, Jerry Boda, CFP was honored for his hard work and dedication as a trusted financial advisor by SunAmerica Securities Inc.  Jerry ranked 5th in the nation based on sales production making him part of the coveted Baker's Dozen.  What distinguishes this honor over all others is that Jerry earned this honor during one of the worst periods in our nation's history, 2002. 

During a period of contraction in our industry, while many financial advisors are struggling to keep clients and develop new client relationships, Jerry's reputation as a trusted advisor and client advocate for almost two decades has paved the way for potential future growth.  On October 31, 2005  SunAmerica Securities Inc. became AIG Financial Advisors Inc.

 
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