For the second year, Orange Coast Magazine has partnered with Crescendo Business Services, an independent research firm, to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction. The resulting list of 2010 FIVE STAR Wealth Managers is an elite group, representing less than 3 percent of the wealth managers in the Orange County area. Only 353 of the top-scoring wealth managers made this year's list and we are proud to announce that Freeman, Freeman & Smiley partners, Joseph E. Mudd and Jessica Dorman-Davis made that list. Congratulations to Joe and Jessica!
