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We Review Your Numbers, Without Ever Treating You Like One®
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Custom financial plans to meet your specific needs |
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Your income taxes prepared by concerned individuals |
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Personalized attention from experienced professionals |
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Designation: Enrolled Agent |
Constellation Financial & Wealth Management Services understands that, throughout your lifetime, you will make important decisions that can affect you and also your loved ones. Our firm specializes in advising you while you make these important decisions. Our wealth management team can offer you a comprehensive analysis of your financial picture, including your investments, retirement, college, estate and tax planning to ensure you are on track to deliver on vital promises to both yourself and those most important to you. Our tax team can help you be certain that you receive the maximum refund allowed by law and help alleviate the stress and anxiety that goes with filing your taxes each year.
Constellation Financial has served the community for more than 20 years with trusted advice, personalized attention and customized solutions.
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Areas of Focus
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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment Advisory Services offered through 1st Global Advisors, Inc.
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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