Wells Fargo Advisors Financial Network
Severin Investments is a private money management firm that takes a holistic view of its client’s financial needs and goals. Clients include individuals and families of all ages; young professionals; retirees; widows; single parents; and families with special needs. For two decades, Jeffrey J Severin owner and principal, has gained a reputation that centers on trust. As an independent money manager, he focuses on the needs and objectives of his clients with unbiased investment decisions and thorough fundamental and technical analysis. Severin Investments takes the time to educate clients on suitable financial solutions. This high level of personal service is the cornerstone of Severin Investments business. It is the foundation that his clients have grown to expect and appreciate. Whatever your future goals, Severin Investments can design a strategy to help you attain your lifestyle. Jeffrey J Severin, president of Severin Investments, was nominated by St. Louis Magazine in 2009 & 2010 as being one of the top 3% of Wealth Managers in the St. Louis area.*
For accounts $100,000.00 and over, call us for an investment analysis at
* The Survey was conducted by Crescendo, as an independent third-party research firm. They surveyed 42,000 consumers of the magazine and 5,800 Financial Service Professionals to evaluate the candidates in the St. Louis area as the best in client satisfaction wealth managers. The evaluation was based on nine criteria: customer service, integrity, knowledge/expertise, recommendations and overall satisfaction. After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection. Only wealth managers with five years of experience in the financial services industry are considered.
The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients. The rating is not indicative of the financial advisor’s future performance.
Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets. Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future. For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.
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