The Five Star Investment Professional award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 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 (As defined by Five Star Professional, the financial services professional 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; 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. Accepting new clients; 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. Financial services professionals do not pay a fee to be considered or awarded. Once awarded, financial services professionals may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Boston investment professionals were considered for the award; ( percent of candidates) were named 2017 Five Star Financial Services Professionals.