Client Update

Bruce R. Heling, CFP CPA, princial of Heling Associates, inc. and a financial planner with over 20 years experience serving middle income clients, was recently named a FIVE STAR Best in Client Satisfaction Wealth Manager for 2009.  Only 7% of practitioners in the Milwaukee area earned this distiction.  Heling, along with the others named, was featured in a special section in the July issue of Milwaukee magazine.  Feel free to view this video describing the award.

 

Thanks to those who nominated me for this prestigious award.  My primary focus for many years has been to serve my clients in the best way possible.  It's great to know that my efforts have been appreciated.  It only serves to strengthen my resolve to keep client service as my number 1 priority.