View More: named Five Star Wealth Manager for 8th year.

December 10, 2015 an article was written by Donna Harris and published in the Cartersville Daily Tribune.  Here is the article in it’s entirety.

“Cartersville is home to another personal wealth manager.  Charles Nida of Nida Financial Group was recognized as a Five Star Best in Client Satisfaction Wealth Manager in the October issue of Atlanta magazine for the eighth consecutive year.

The Five Star evaluation process is designed to identify wealth mangers in a local market that score highest in client satisfaction. Wealth managers are rated by their customers and financial service professionals based on service, integrity, knowledge, communications, value for fees charged, meeting financial objectives, post-sale service, quality of recommendations and overall satisfaction.

‘It’s an incredible honor to be recognized as one of the top wealth managers in the Atlanta area for the past eight years.’ said Nida, whose office is at 162 W Main St, Suite 107, in Cartersville.  ‘I am grateful because how it’s done reflects a lot on our client service, and for me personally, I’ve got the best clients in the world.  This is as much their recognition as it is mine.’

To be named Five Star Wealth Manager, candidates must satisfy 10 objective eligibility and evaluation criteria, including being credentialed as an investment advisory representative or a registered investment adviser, be actively employed as a credentialed professional in the financial service industry for at least five years, having a favorable regulatory and complaint-history review, accepting new clients, one-year and five-year client retention rates and number of client households served.

Nida’s company provides financial and retirement planning for individuals and businesses, whether the needs are for college, charitable causes, special needs, elder care, legacy and estates or retirement.

Becoming a financial advisor in January, 1991, Nida has consulted with investors from major corporations and small businesses as well as individuals to help them preserve their lifestyle and assets by simplifying and organizing their finances.  He also has hosted  ‘The Golden Life’, a financial educational program on WBHF for more than 10 years.

For 25 years, he has specialized in four key areas of financial planning – retirement, estate, business and personal – and has conducted seminars, conferences and workshops on finances, tax and investment strategies and employee benefits for businesses, civic and church groups.

Nida also strives to educate the public on charitable planning, often addressing nonprofits and church congregations about planned giving and creating a lasting legacy.

He has been a committee chairman for the small-business council for the Cartersville-Bartow County Chamber of Commerce and past president of the Cartersville Rotary Club and the Cartersville chapter of NAIFA and has served as a board member for the chamber of commerce, The Good Neighbor Homeless Shelter and the American Red Cross.

Nida has been married to his wife, Yvonne, for 36 years, and they have four children and 12 grandchildren.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: GA