Five Star Professional Honors Dagmar Pollex of Cody, Cody & McCarthy as a 2016 Five Star Financial Services Professional Award Winner

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Award winners represent a select group of financial services professionals in the Boston area.

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“I am gratified to learn that my clients and their advisers value the personalized service I am always committed to providing,” Pollex says. “I am grateful that I have been able to provide peace of mind to many people and their families.”

Dagmar Pollex of Cody, Cody & McCarthy is featured in a special section of the February issue of Boston magazine as a 2016 Five Star Financial Services Professional award winner.

Five Star Professional partnered with Boston magazine to identify and showcase an exclusive group of financial services professionals who have demonstrated excellence in their field.

“As an estate planning attorney, I help families protect and secure their financial futures through smart planning. Our mission is to help our clients plan for the best possible future for themselves and their families by using 21st century life and estate planning strategies. I do this by helping people and their families with personalized life and estate planning solutions which are designed to protect their security and lifestyle, as well as passing on their best possible legacy,” says Pollex.

The Five Star Financial Services Professional award program is conducted in more than 45 markets throughout North America. Professionals are measured using a rigorous, multifaceted research methodology which incorporates input from clients, peers and firm leaders.

“I went to law school because I saw it has a way to help people and solve problems. I love what I do in the fields of elder law and estate planning because it allows me to make a real difference in people's lives, prevent problems and preserve family relationships,” says Pollex.

“Five Star Professional’s research is extensive, with more than 10 million consumers, peers and other stakeholders contacted each year. We are proud to showcase these distinguished professionals,” says Jonathan Wesser, Research Director, Five Star Professional.

“I am gratified to learn that my clients and their advisers value the personalized service I am always committed to providing,” Pollex says. “I am grateful that I have been able to provide peace of mind to many people and their families.”

The Five Star Financial Services 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. 637 Boston financial services professionals were considered for the award; 87 (14 percent of candidates) were named 2016 Five Star Financial Services Professionals.

*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

For research methodology information visit http://www.fivestarprofessional.com.

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