Boston Five Star award winner
David Feakes
Founder/Owner
The Parents Estate Planning Law Firm, PC
2017 Five Star
Investment Professional
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Six-Year Winner
PROFESSIONAL PROFILE

David Feakes
Founder/Owner
The Parents Estate Planning Law Firm, PC
978-263-6900
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Investment Professional award winner 2012-2013, 2017
RESOURCES

Five Legal Documents Every Parent Should Have

Five Star Investme Professional Criteria

Five Star Professional’s Investment Professional award goes to outstanding accountants, estate planning attorneys, insurance agents and select others in the financial industry. Award candidates must satisfy the following criteria to be named a 2017 Five Star Investment Professional:

Eligibility Criteria – Required

1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients.

Evaluation Criteria – Considered

5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry-specific criteria) 9. Education and professional designations/industry and board certifications 10. Pro Bono and community service work

This year, we honored 78 Boston-area investment professionals with the Five Star Investment Professional award.

For more information about these and other award-winning professionals, go to www.FiveStarProfessional.com.

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