Lew was included for four of last five years in
TEXAS MONTHLY list of Dallas Metroplex's
FIVE STAR WEALTH MANAGERS
The 2011 AWARD:
In 2011 TEXAS MONTHLY surveyed 1 in 4 high income households in the Metroplex (129,500 families) and asked them about their financial advisors.
The survey assessed strengths such as:
- Communication skills, customer service and follow up.
- Quality and satisfaction with results of recommendations.
- Success at helping client's meet their financial objectives
- Value received for dollar spent.
THE RESULTS: this firm scored in the TOP 3% of the tax firms nominated !
To be included in the final published list this firm also had to complaint-free with the regulators such as the NASD, SEC and Board of Accountancy.
And of course, you could not "pay-your-way" into the issue.
August 2012 Issue:
Every year the magazine changes the criteria to be included.
Of the 25 firms in the taxation category that were chosen in 2011, eleven also made it to the 2012 list.
August 2013 Issue:
Lew's firm was 1 of only 5 tax firms who made the cut under the magazine's different criteria for each of last three years
You are visiting our Tax Practice Website.
For information about our services beyond taxes please visit our other website CLICK HERE
HOW TO CONTACT US:
To ask Lew a question or to get on the mailing list:
FOR A NO OBLIGATION - NO COST
INTRODUCTORY HOUR WITH LEW:
Phone: (972) 931-6393
Toll-Free (800) 725-3837
Fax: (972) 931-6395
Alternative eMail: RubinsteinL@HdVest.net
Snail Mail: 5922 Stoneshire Ct - Dallas, TX 75252
Serving clients everywhere from our location in North Dallas.
Between North Dallas Tollway & Preston Road.
A few blocks North of Frankford & Campbell.
Click map for driving directions
Take walkway to the office cottage on the left side of home