Ann specializes in retirement planning for individuals who are approaching retirement and retirement income planning for those who are already retired.
North Smithfield, RI (PRWEB) January 06, 2014
Auclair & Auclair, LLP, a wealth management firm in North Smithfield, Rhode Island, today announces that its Co-owner and partner, Ann Sutherland-Auclair, AIF®, CLTC, has been named a 2014 FIVE STAR Wealth Manager by Rhode Island Monthly for overall client satisfaction.Less than 4% of wealth managers in Rhode Island were named to the list. This is Ann’s third consecutive year receiving this honor.
Ann Sutherland-Auclair joined her husband, Ray Auclair, as partner of Auclair & Auclair, LLP, in 2001. She specializes in retirement planning for individuals who are approaching retirement and retirement income planning for those individuals who are already retired. Ann’s mission is to help her clients generate income during retirement so that they have the opportunity to live out their lifestyle dreams. With a Master’s Degree in Counseling Psychology, Ann has a knack for getting to the heart of her clients’ needs. She helps them plan for and adhere to a financial strategy that will put clients and their families at ease. In her spare time, Ann can be found collecting beach-related keepsakes and planning her next trip to Paris.
“This award speaks volumes—not only to the caliber of Ann Sutherland-Auclair’s practice, but also to the quality of work and personalized attention she puts in to her clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Auclair & Auclair independent broker/dealer-RIA. “Ann Sutherland-Auclair is a valued member of Commonwealth, and we are extremely pleased to see her recognized on this scale.”
The 2014 FIVE STAR Wealth Manager list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients.
The 2014 FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.
About Auclair & Auclair, LLP
Auclair & Auclair, LLP has been providing individuals and organizations with financial guidance for over 18 years. Located at 598 Great Road, North Smithfield, Rhode Island, 02896, the firm prides itself on crafting unique financial and retirement strategies for each client. For more information, please visit http://www.Auclair-Auclair.com.
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Auclair & Auclair, LLP are separate and unrelated to Commonwealth.
FiveStar award criteria include: being an active credentialed financial professional for a minimum of 5 years, having a favorable regulatory history, fulfillment of firm's internal review, accepting new clients, client retention rates, client assets administered, number of client households, and education and professional designations. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation. The award is not indicative of the wealth manager’s future performance. For more information, please visit http://www.fivestarprofessional.com.
This communication is strictly intended for individuals residing in the states of CT, FL, MA, ME, NC, PA, RI, SC. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
© 2013 Commonwealth Financial Network®
Commonwealth Financial Network® does not provide legal or tax advice.