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Boston Five Star award winner


Brian J. Allsop

Investment Executive
B.O.C. Financial Services
557 Washington St
Canton, MA 02021
Office: 781-737-1918
Cell: 508-944-2278

Professional Approach

A graduate of UMass Dartmouth with a bachelor’s degree
in finance, Brian J. Allsop has enjoyed a distinguished career
as a financial professional. He began in 1989 working as a
life underwriter and financial advisor, then as a personal and
corporate financial planner, and is now an Investment Executive
with Infinex Financial Group, located at Bank of Canton.

Brian currently specializes in pre- and post-retirement planning
for a clientele consisting of small business owners, successful
professionals, and retired individuals. His primary objective
is to work with his clients on increasing income, reducing
taxes, and maximizing overall returns.

Brian holds FINRA Series 6, 7, 63, 66 and 24 Securities Registrations as well as Life
and Health Insurance Licenses. He has conducted seminars
for physicians throughout Boston’s top hospitals regarding
investments and necessary insurance coverage. He lives in
North Easton, Massachusetts, with his wife, LeeAnn, and their
three children: Alexandra, Nicholas and Michael.

Brian will be able to explain the advantages and benefits that
these types of accounts can offer you. He can also assist you
with other investment planning needs.

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*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. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm 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 settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints 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 clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. 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 clients’ 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 3,580 Boston wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,619 considered, 566 winners; 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.