I am pleased to accept this award for the third year in a row and do so with great pride. I have been in the financial services business for over 20 years because my clients are my motivation.
Andover, MA (PRWEB) March 24, 2017
Chelmsford Resident, Noel R. Dulac, CFP®, ChFC®, AIF®, C(k)P™ of Boston Partners Financial Group, LLC has been has been chosen as one of Boston’s Five Star Wealth Managers for the third year in a row by Five Star Professional. This honor is presented to fewer than 26 percent of the advisors in the Greater Boston area.
Five Star Professional partnered with Boston magazine to recognize a select group of Boston-area wealth managers who provide quality services to their clients. Noel Dulac was featured, along with other award winners, in a special section of the February issue.
“I am pleased to accept this award for the third year in a row and do so with great pride. I have been in the financial services business for over 20 years because my clients are my motivation. I’m passionate about helping them prioritize their most important financial goals and gain a sense of accomplishment when we reach those goals together,” said Noel Dulac of Boston Partners Financial Group, LLC.
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.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.
Headquartered in Andover, Massachusetts, Boston Partners Financial Group is a New England-based organization with 20 offices in 10 states. The firm’s focus is to assist individuals, families and business owners in realizing their financial goals.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.
The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. 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 Boston Magazine.
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 138 River Road, Suite 310 Andover MA. 01810. Boston Partners Financial Group, LLC is independent of Signator Investors, Inc. 103-20170309-356940
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 Professional’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. 2,467 Boston wealth managers were considered for the award; 626 (26 percent of candidates) were named 2017 Five Star Wealth Managers.