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Financial Partners Wins Sixth Consecutive Pinnacle Award from CFS

ROCKLIN, Calif. - Addison Avenue Financial Partners was honored for the sixth consecutive year with CUSO Financial Services' Pinnacle Award for production achievements. Accepting the award for the CUSO during the broker/dealers' annual conference in Carlsbad, Calif. were Financial Partners' Investment Services manager Rich Narez and Addison Avenue National Sales...

By Staff Writer | Updated on September 28, 2004

ROCKLIN, Calif. – Addison Avenue Financial Partners was honored for the sixth consecutive year with CUSO Financial Services’ Pinnacle Award for production achievements. Accepting the award for the CUSO during the broker/dealers’ annual conference in Carlsbad, Calif. were Financial Partners’ Investment Services manager Rich Narez and Addison Avenue National Sales Director/Financial Advisor Keith Weber. In addition to being recognized for the Pinnacle Award, Financial Partners financial advisor Helene Anhalt was also honored as Representative of the Year “for her dedication to serving clients’ investment needs and her overall contributions to the CFS program,” a Financial Partners release read. Addison Avenue Financial Partners, the largest financial services CUSO in the U.S., manages $1.1 billion in assets and serves over 18,000 clients worldwide through its relationship with CFS.

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