It's that time of year, again, when the Carmel Pine Cone weekly holds their annual "Golden Pine Cone" survey. For two consecutive years (2012 and 2013), Monterey Private Wealth was voted and named "Best Investment Advisor." Thank you to all who voted for us in those years!
Our team at Monterey Private Wealth continually strives to be recognized as the most highly respected investment advisory firm in Monterey County. The Carmel Pine Cone weekly newspaper is once again asking subscribers to name their favorite service providers in the Monterey area. We would be honored to be named “Best Investment Advisor" for the third year in a row. If you feel comfortable we would like to invite you to participate.
For New Pine Cone Subscribers
In order to complete the Golden Pine Cone survey online, you must be a subscriber to the Pine Cone’s free email edition. Click HERE and when the Pine Cone signup page opens, enter and submit your email address. It’s 100% free to sign up. Also, it's easy to cancel your free subscription to the Pine Cone later on if you don’t want to continue.
After you submit your email address you will receive an email confirmation. To receive a link to the Golden Pine Cone survey, simply reply to the confirmation email stating that you would like to receive a link to the Golden Pine Cone survey; about 24 hours later they will send you the appropriate links and information to complete the online survey.
For Existing Pine Cone Subscribers
You should have already received a link to the surveys from the Pine Cone via email. If you haven't, send an email to firstname.lastname@example.org to request the link.
You will find the Investment Advisor category in the “Services and Health Care" survey, box number 15.
We would be very appreciative and highly honored if you would take the time to give us your vote by typing “MONTEREY PRIVATE WEALTH” in the appropriate box and submitting the survey before the deadline of Friday, October 3rd. Friends and family members can vote, too, if they have different email addresses. The main rule is one vote per email address.
Disclosure: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Click here to view our full disclosure.