WALTHAM, MA (PRWEB) August 26, 2017
WALTHAM, MA- August 8, 2017 - Five Star Professional is delighted to announce that Jason Vanderstreet, Michael Broderick, and Christopher Battersby of Atlantic Planning Group 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 quality 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 third consecutive year Jason Vanderstreet has been recognized as a Five Star Wealth Manager. Michael Broderick and Christopher Battersby are being recognized for the sixth consecutive year.
“Being recognized as a Five Star Wealth Manager for six consecutive years is important to me and our team”, expressed Battersby. “When our clients achieve their goals because of our assistance, it means a lot to us. Seeing our hard work pay off and being honored in this way is a great achievement for us.”
Chris Battersby is a CoFounder and Partner of the Atlantic Planning Group LLC. Chris focuses on comprehensive financial planning with an emphasis on retirement planning, estate planning and asset management. He is a Certified Financial Planner™ Professional, a Chartered Life Underwriter (CLU®), a Chartered Advisor in Philanthropy (CAP®), holds a Masters in Financial Services (MSFS) degree from the American College, and is a Chartered Financial Consultant (CHFC).
“I want to express our gratitude to all of our clients who have continually supported us, making this accomplishment possible,” stated Broderick.
Michael Broderick is a Co-Founder and Partner of the Atlantic Planning Group, LLC. He is a Certified Financial Planner™ Professional, a Chartered Life Underwriter, a Chartered Financial Consultant and a Chartered Advisor in Philanthropy.
“I am just so honored to be a recipient of this award again,” stated Jason Vanderstreet. “These kinds of accomplishments just would not be possible without the dedication I see every day from our team.”
Jason has been in the financial services field since 2003. He focuses on retirement planning, asset management and asset preservation. Jason is an investment advisor representative and amember of National Association of Insurance and Financial Advisors (NAIFA).
The Five Wealth Manager program is one of the most renowned wealth manager award programs in the financial services industry. It incorporates peer and firm leader evaluations, analyzes the wealth manager’s experience, regulatory reviews, and client retention. 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. The recipient must be credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively credentialed professional in the financial services industry for a minimum of 5 years; 3. Satisfactory 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 suspension or retraction, or payment of a fine; B. Had more than three customer complaints filed against them [settled or pending] with any regulatory authority or
Five Star Professional’s consumer complaints. Unfavorable feedback may have been discovered through a complaints review registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be characteristic of any one client’s report; C. Individually contributed to a financial settlement of a customer complaint report 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.
Recipients of the Five Star Wealth Professionals Award do not pay a fee to apply or be a recipient. This award does not evaluate the wealth manager’s quality of services provided to their clients. Once awarded, wealth managers may choose to purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s performance in the future. Wealth managers may or may not use discretion in their practice andtherefore may not manage their client’s assets. The inclusion of a wealth manager on the FiveStar Wealth Manager list should not be construed as an endorsement of the wealth
manager by Five Star Professional or this publication. Five Star Wealth Manager is no guarantee
as to future investment success, nor is there any promise that the selected wealth managers
will be awarded this accomplishment by Five Star Professional in the future. For more
information on the research/selection methodology of Five Star Professional, go to
Christopher W. Battersby, Michael F. Broderick and Jason C. Vanderstreet are Registered
Representatives offeringsecurities through NYLIFE Securities, LLC. Member FINRA/SIPC, a
Licensed Agency, (201 Jones Road, 5th Floor, Waltham, MA 02451, 781-647-4100). 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.