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Creating Strategies for Business Owners, Families and Individuals
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A comprehensive, personalized approach to wealth management |
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State-of-the-art, web-based planning tools to consolidate financial information |
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Specializing in the financial needs of business owners and physicians |
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Comprehensive, Fee-Based Financial Planning |
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Titles: Financial Planner, Registered Representative |
Alan has spent the past 18 years focused on building long-term relationships with his clients while assisting them in achieving their financial goals. In spite of the complexities of the financial world, his approach is straightforward: He asks insightful questions to learn the details of each person’s current financial situation, the circumstances and decisions that led there — and where they’d like to go. Alan and his team collaborate in the analysis of each component of each client’s financial picture in order to create efficient and coherent recommendations and options to be considered. In return, clients receive a personalized implementation strategy and monitoring of their financial progress on an ongoing basis. Alan’s clients describe him as objective, knowledgeable and, most importantly, trustworthy and caring.
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Areas of Focus
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Securities and investment advisory services offered through New England Securities, Corp.(NES)(member FINRA/SIPC), a registered investment advisor. Baystate Financial Services is not affiliated with NES. L1211228767[exp0113][MA].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,591 award candidates in the Boston area were considered for the award, of which 454 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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