Boston Five Star award winner

PROFESSIONAL PROFILE

Robert Hitchcock CLU, ChFC

Financial Advisor & Partner
The Thorndike Company LLP
270 Bridge St, Suite 203
Dedham, MA 02026
Office: 781-493-6067 x 318
rhitchcock@ttcllp.com
www.thorndikecompany.com

Professional Approach

Robert Hitchcock CLU, ChFC
Financial Advisor & Partner - The Thorndike Company LLP

With more than 25 years in Financial Services, Robert has the experience and expertise to help you acquire and protect your resources and live the lifestyle you desire. Using a client-centered approach he focuses not just on your money but your entire life. The foundation of this approach is to find what is important to you and then identify and prioritize your entire financial life.

Being an Independent Advisor makes this possible. Robert is a Registered Representative with Centaurus Financial, a national Independent Broker/Dealer allowing access to a wide range of quality financial products and services. Independence enables him to invest as he determines will best serve his clients – without pressure to choose proprietary products or to meet sales quotas. Further, Centaurus shares Robert’s mission to provide clients with the highest standard of service, emphasizing strong values and integrity as he helps guide them toward the fulfillment of their financial goals.

A graduate of Connecticut College, Robert has Series 7, 6, 63, 24 and 65 registrations, has achieved CLU® and ChFC® designations, and is a Registered Representative and Advisory Associate of Centaurus Financial, Inc., a Registered Investment Advisor. Member FINRA and SIPC.

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Securities and advisory services offered through Centaurus Financial, Inc., member FINRA and SIPC a registered broker/dealer and investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in CA, CO, CT, FL, MA, ME, NC, NH, NJ, OH and RI. Centaurus Financial, Inc. and the Thorndike Company, LLP are not affiliated companies.

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. 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 this publication. 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. 2,467 Boston wealth managers were considered for the award; 623 (26 percent of candidates) were named 2017 Five Star Wealth Managers.