FiveStar Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2530 Boston area wealth managers were considered for the award; 632 (approximately 25 percent of the awards candidates) were named 2016 Five Star Wealth Managers. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
The Women’s Choice Award was created by WomenCertified® and WIFE.org, (Women’s Institute of Financial Education) in an effort to identify advisors that women can trust.
The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients.
Advisors who qualify for the Award must go through an extensive evaluation process using 17 objective criteria. In addition, and to augment the evaluation process, the advisor’s clients are surveyed to obtain client feedback regarding service and practices.
The Women’s Choice Award is the premier recognition award for advisors who provide quality service to their female clients.
When consumers see the Women’s Choice Award they can feel confident that the financial advisor is trusted and highly recommended among their female clients. There is no other award designation out there that can provide women with that level of confidence when entrusting the financial needs of herself and her family!
The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2014, of the 384 considered for the Women’s Choice Award, 38 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.