The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed
as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the ;nancial services industry for a
minimum of 5 years; 3. Favorable regulatory and complaint history review (As de;ned by Five Star Professional, the wealth manager has not: A. Been subject to a
regulatory action that resulted in a license being suspended or revoked, or payment of a ;ne; B. Had more than a total of three customer complaints ;led against
them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered
through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C.
Individually contributed to a ;nancial settlement of a customer complaint ;led with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted
of a felony); 4. Ful;lled their ;rm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate;
8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional
designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional pro;le ad space or
promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,721
William J. Stroyne
It’s Time You Sought a Business Partner
2012 and 2014 winner William Stroyne
• Three decades of personalized wealth
• Independent, objective and sound ;nancial
• Exceptional customer service and hands-on
Specializing in: 401(k) Rollovers, Retirement Income
Planning and Wealth Management
When it is time to entrust your hard-earned savings, you want
someone who knows the landscape. Since 1987, Bill has been
dedicated to helping people make wise investment decisions.
He has an extensive amount of ;nancial skills that he shares
openly with his clients.
As part of an independent ;rm, he is free to hand-select only
those investment opportunities that best ;t his clients’ needs.
“I represent my clients’ best interest, not a particular company
or sales manager.” This allows Bill to deliver both objective
advice and competitive products.
The secret to Bill’s success is his commitment to providing
outstanding personal service. First-time callers are surprised
to hear real people answer his phones, generally within the
;rst ring: “… no annoying menu options when you call here.”
As an ongoing service to his clients, Bill provides frequent
communication and detailed investment reviews.
Turn to William J. Stroyne Financial Services as your trusted
business partner for all of your investment and retirement
William J. Stroyne Financial Services
500 Mcknight Park Drive, Suite 501-A • Pittsburgh, PA 15237
Securities offered through Securities America, Inc., member FINRA/SIPC, William J. Stroyne, Registered Representative. Advisory services offered through Securities America Advisors, Inc., an
SEC registered investment advisor. William J. Stroyne Registered Investment Advisor Representative. William J. Stroyne Financial Services and Securities America companies are unaffiliated.
Representatives of the Securities America companies do not offer tax or legal advice. Please consult a tax or legal professional in your state concerning your specific situation.