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Profile
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Customized risk assessment and portfolio management services |
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Retirement income planning |
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Estate investment planning |
The Bracken Group of Wells Fargo Advisors works for a geographically dispersed clientele with a wide range of backgrounds and professions.
Understanding and responding to our clients’ objectives comes through listening and providing advice that helps them avoid undue risk, but at the same time is responsibly opportunistic. Most of our clients have been with us for more than a decade and have come to appreciate the genuine concern we have for helping them pursue their financial goals. It is clear to us that our team’s success and personal fulfillment is contingent upon the success of our clients.
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Areas of Focus
| | | Investments |
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [insert CAR# & date].
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.
Investment and Insurance products:
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 45,500 consumers) and registered financial services representatives (over 12,000 financial services professionals) to evaluate the approximately 15,500 wealth managers in the Westchester area (includes Westchester county in the state of New York and Fairfield county in the state of Connecticut). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Westchester area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• 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 Westchester Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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