Michael Battalini wins coveted 2023 FIVE STAR Investment Professional Award
Dec 20, 2023
Michael Battalini, CEO of The Pittsburgh Wealth Management Group has been awarded the 2023 FIVE STAR INVESTMENT PROFESSIONAL AWARD. The award is given to Investment Professionals across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
Pittsburgh, Pennsylvania, United States - December 20, 2023 /MarketersMEDIA/ —
Michael Battalini, CEO of The Pittsburgh Wealth Management Group was presented with the 2023 FIVE STAR Investment Professional Award recognizing his distinction in financial planning services for clients seeking income security in retirement.
President and CEO, Michael Battalini said “Cornerstone to our firm is ensuring our clients’ needs are understood, and that their expectations are exceeded. How clients define their retirement years is a very personal matter and we customize their financial plans accordingly. Our goal is for clients to leave our offices confident their retirement assets will outlast their needs. As such, we are always honored to receive an award recognizing our efforts.”
Retirement income planning for retirees and pre-retirees throughout the country is their focus and expertise. They specialize in providing sound advice for a lifetime of income security with consideration paid to tax implications. Michael Battalini and The Pittsburgh Wealth Management Group help shield client investments from stock market loss, which is especially important in today’s volatile market and ever-changing economy.
For over 25 years, Michael Battalini has been helping individuals protect and grow their assets over their lifetime. He has garnered positive reviews and received recognition from the finance and wealth management industry. His clients praise his strategic approach, clear communication, and ability to simplify complex financial concepts. Michael's client centered focus has contributed to his success and to the growth of The Pittsburgh Wealth Management Group. If you would like to connect with Michael and get some valuable financial or wealth management tips, follow him on LinkedIn here: https://www.linkedin.com/in/michael-battalini/
About the Award
The Five Star award recognizes outstanding professionals in the financial services industry. These professionals have shown a dedication to the customers and professional excellence! The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial services industry.
Eligibility Criteria – Required:
1.Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/industry and board certifications. 10. Pro Bono and community service work.
About The Pittsburgh Wealth Management Group
Founded by Mark Battalini, a leader in the investment industry with a career spanning nearly four decades, The Pittsburgh Wealth Management Group has been led by Mark’s son Michael Battalini since 2015. Michael continues to grow the firm that was originally founded on family values and understands the importance of protecting families’ assets through careful and customized financial plans. They take pride in the advice, options, and services they offer to their clients. Michael is also the host of the Safe Money radio show where he covers pressing financial topics each week. For more information, please call 412-259-8015 or visit https://michaelbattalini.com
The Pittsburgh Wealth Management Group is headquartered in Sewickley, PA with locations in Cranberry, Monroeville and South Pointe.
About Us: Michael Battalini, Pittsburgh's Safe Money, Retirement Advisor
Contact Info:
Name: Lynn Kotys
Email: Send Email
Organization: The Pittsburgh Wealth Management Group
Address: 1106 Ohio River Blvd, Suite 604 - Sewickley PA 15143
Phone: 412-259-8015
Website: https://michaelbattalini.com
Release ID: 89116942
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