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Jerry Facey, CFP®
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Comprehensive wealth management services for affluent families. |
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Experienced team of professionals. |
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Dedicated to a superior level of client service. |
Mission StatementMy mission is to help busy high income professionals and business owners simplify their financial lives.
Biography
Jerry Facey, a CERTIFIED FINANCIAL PLANNERTM professional, entered financial services right out of Holy Cross College in 1994. He later joined Baystate Financial Services in 1997. He says he expects to still be with Baystate in 2037 because he loves what he does, enjoys his clients and is having fun in the business.
His practice is built to serve high income clients in multiple financial areas. The goal is always to build a long-term productive relationship. With a significant team of talent and resources behind him, his clients know that financial answers are a single phone call or email away.
AREAS OF FOCUS
• Fee-Based Financial Planning
• Investment Services
• Insurance Services
• Employee Benefits
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Areas of Focus
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I am licensed and registered to offer products and services in [MA, NH, RI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
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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