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Relationships | Integrity | Clarity | Trust
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Personalized wealth and portfolio management |
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Lifetime income strategies |
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An independent organization – we work for you |
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Areas of Focus: Wealth accumulation and protection, comprehensive financial planning, estate conservation strategies |
For more than 40 years, individuals, families and businesses have chosen to work with Centinel Financial Group for the relationships and trust that we build. What this means is that our dedicated advisory team will share a process that will help you realize your intentions and maximize your opportunities. The real benefit of working with our firm is the clarity, confidence and capability you will feel in your financial security and in helping protect what matters to you most.
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Areas of Focus
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Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Centinel Financial Group, LLC is
independent of Signator Investors, Inc. and any affiliated companies. Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning and only qualified
representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services. 501-20111215-89065.
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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