WALTHAM, MA (PRWEB) March 25, 2018
Atlantic Planning Group is delighted to announce that Michael Broderick, Christopher Battersby, Jason Vanderstreet, and Duke Martin have all been selected as Five Star Wealth Managers.
Five Star Professionals partnered with Boston Magazine to seek out wealth managers that provide the highest level of service to their clients. Winners of this great achievement are featured in both publications.
The Atlantic Planning Group team is very honored to receive this award. It is the seventh consecutive year that Michael Broderick and Christopher Battersby are being recognized as Five Star Wealth Managers, the fourth consecutive year Jason Vanderstreet has been recognized, and Duke Martin is a first-time recipient of the award.
"Being recognized as a Five Star Wealth Manager is important to our team and me," expressed Battersby. "When our clients achieve their goals because of the work we do for them, it means a lot to us. Being honored in this way is always special for our team."
Atlantic Planning Group has over twenty years of experience in wealth strategies and building custom-made financial solutions for high net worth clients and business owners. The firm specializes in services such as estate planning, risk management, wealth transfer strategies and business succession planning.
The Five Star Wealth Manager program is based on ten criteria including peer and firm leader evaluations, analysis of the wealth manager's experience, regulatory reviews, and client retention rates. For more information on the research and selection methodology of Five Star Professional, go to FiveStarProfessional.com.
ChristopherW. Battersby, Michael F. Broderick and Jason C. Vanderstreet, L. Duke Martin and Christopher M. Eppich are Registered Representatives offering securities through NYUFE Securities, LLC, Member FINRA/S1PC, a Licensed Insurance Agency, (201 Jones Road, 5th Floor, Waltham, MA 02451, 781-647A100). Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Atlantic Planning Group, LLC is not owned or operated by either NYLIFE Securities LLC, Eagle Strategies, LLC or its affiliates. Neither NYLIFE Securities or Eagle Strategies LLC is affiliated with Five Star Professional. See Disclosure Section of Article for complete description on research methodology employed by Five Star.
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. Active as a credentialed professional in the financial services industry 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 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 Profession al's consumer complaint process; feedback may not be representative of any one client's experience; 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. 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 client's 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 fivestarprofessional.com. 2,819 Boston wealth managers were considered for the award; 532 (19 percent of candidates) were named 2018 Five Star Wealth Managers.
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