Broker Check

Price Financial Group receives the Women’s Choice Award for Financial Advisors 4 consecutive years

Lori R. Price, CFP, of Price Financial Group receives the Women’s Choice Award® as a highly recommended Financial Advisor by Women for Women

As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Lori Price, CFP®, President of Price Financial Group has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices. Lori has earned this award for the last 4 years:  2014-2017.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Lori has to extraordinary service in addressing the financial needs of women and their families. “Guiding women through life’s transitions became my passion many years ago when a client asked for advice during her divorce.  It is especially gratifying for our all-female firm to empower other women through comprehensive wealth management and financial education to achieve their goals and reach for their dreams”.  The award allows this outstanding group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor. 

Recent studies indicate the following in regards to women and their finances:

  • Only 35 percent of women use a professional financial advisor, most (79 percent) doing so for retirement investment recommendations.**
  • In the US, Women control about $11.2 trillion of the nation’s investable assets (39% of the country’s estimated $28.6 trillion of investable assets). Nearly half of that, is managed solely by women.***
  • Fewer than two in 10 women feel “very prepared” to make wise financial decisions. Half indicate that they “need some help,” and one-third feel that they “need a lot of help.”****

As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution.  This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

ABOUT FIRM/ADVISOR

At Price Financial Group, we are independent advisors who focus solely on serving our clients’ needs and acting in their best interest at all times.  We specialize in helping women and retirees navigate life’s transitions.  For over 30 years, our all-female firm has been helping women and retirees navigate life’s transitions. No matter the size of ones’ assets, comprehensive financial planning is critical to ensuring important financial and lifestyle considerations are adequately addressed. Visit our website at www.pricefinancialgroup.com

ABOUT WOMEN’S CHOICE AWARD

The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.

** 14th Annual Transamerica Retirement Survey of Workers (2014)
***Source: Harnessing the Power of the Purse, by the Center for Talent Innovation 2014
****Source: Financial Experience &Behaviors Among Women, 2010−2011 Prudential Research Study (article breaking it down here).