To receive the 2015 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.

Kalish and Blum focus on helping their clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship as part of Flat Iron Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.  For more information, please contact Linda Coppola at 25 Main St., Ste. 3-2, Goshen, NY 10924 or by phone at 845.291.7000.

Photo: Mark Kalish, pictured left, with Joel Blum