West Hartford CT Community Notes


Monday, December 9, 2013

WMGNA gets honorable mention with BBB web award

Wealth Management Group of North America (WMGNA) was awarded Honorable Mention for the Website Marketing Message Award from the Better Business Bureau of Connecticut at their annual meeting.  

The Website Marketing Message Award recognizes a business' website that:

  • Exemplifies ethical marketing by meeting all of the BBB's standards of advertising and selling practices.
  • Educates consumers by offering detailed information about products, services, and/or industry.
  • Posts a clear and easy to understand privacy policy.
The financial services industry has strict guidelines of what is acceptable to put on websites.  WMGNA has conformed to these guidelines while giving consumers the most information possible to make an educated decision when choosing a private wealth advisor. WMGNA was one of three companies out of an accredited group of 4,800 businesses in the BBB to receive this award.  Daniel J. Friedman, CEO of WMGNA, attended the BBB's annual meeting to accept the award.

WMGNA was founded in 1995 by Daniel J. Friedman, CEO and Brian P. Beck, President & CFO.  It was established as a "one-stop" tax and financial management group that assisted individuals and small businesses in coordinating all of their financial matters, saving them money on taxes and unnecessary expenses, de-junking and de-stressing their lives, and assisting them in making smart choices with their money.  WMGNA continues a distinctive fee-based program that allows for unbiased strategic wealth planning from an independent, cohesive team of professionals including CPA's, lawyers, bankers, insurance professionals and money managers.  Visit www.wmgna.com to learn more.


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