Through teaching and educating from an independent standpoint, we’re able to help families reach their financial stability and freedom.
Newington, NH (PRWEB) September 03, 2015
“By taking the sales-y feel out of our discussions, we are able to objectively listen to the stories of the families that we serve. Through teaching and educating from an independent standpoint, we’re able to help families reach their financial stability and freedom. We teach and serve first, we don’t play the role of a salesperson,” says Jason.
Five Star Professional is pleased to announce Jason Lawrence, CFP®, Northeast Planning Associates, Inc., has been selected as one of New Hampshire’s Five Star Wealth Managers for 2015.
Five Star Professional aligned with New Hampshire Magazine to identify a select group of New Hampshire-area wealth managers who provide quality services to their clients. Jason Lawrence, CFP® will be featured, along with other award winners, in a special section of the October issue.
“My father served in the restaurant business for nearly 40 years. My mother was a nurse. Though I was blessed to serve families at MIT and Harvard with holistic financial planning in Cambridge, Massachusetts for a time, my vision has always been to serve families with the utmost quality of service and insight, regardless of dollar amount. I grew up in a great home with a great family because I had parents that worked very, very hard. My hope is to serve those kinds of families as well as high-net-worth families by teaching and serving them as if they were my own,” says Jason Lawrence, CFP®, of Northeast Planning Associates, Inc.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“Five Star Wealth Managers are more than knowledgeable experts in their field. They maintain a sharp focus on building enduring relationships and demonstrate tremendous dedication to the families and individuals they serve,” stated Lynn Hargreaves, VP, Research and Services Operations, Five Star Professional.
Jason Lawrence’s Five Star award profile can be viewed here.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 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 (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*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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 awarded. Once awarded, wealth managers 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. 853 New Hampshire wealth managers were considered for the award; 166 (20% of candidates) were named Five Star Wealth Managers.
*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.