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This profile is intended for general informational purposes and does not constitute legal advice. Viewing this page or contacting Long Hagan Huff-Harris does not create an attorney-client relationship. Past results and professional recognitions do not guarantee similar outcomes.

The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. 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 15 Boston-area investment professionals with the Five Star Investment Professional award.