Five Star Professional has named Jason Longtin as one of the Massachusetts recipients of the 2014 Five Star Wealth Manager award. The award winners appeared in a special section in the February issue of Boston Magazine. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Approximately ten percent of the 6,600 licensed wealth managers in the Framingham area (including Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties) were selected.

Jason Longtin, Financial Advisor, Northeast Investment Advisors (Photo: Business Wire)

A survey was provided to approximately one in twelve high-net-worth-households in the Framingham area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon ten criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.

Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 40 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com

About Northeast Investment Advisors

Jason Longtin is an Investment Advisor and Vice President of Investments with Northeast Investment Advisors, located in Framingham, MA. Mr. Longtin is also a registered representative of Investors Capital Corporation, Member FINRA/SIPC. He specializes in asset protection and investment management, retirement and income planning, tax efficiency strategies, as well as education and estate planning. Mr. Longtin may be reached at (508) 424-0686 or jasonlongtin@northeastia.com. Please feel free to visit on the web at www.northeastia.com.

About Investors Capital Corporation:

Investors Capital Corporation (ICC) of Lynnfield, Massachusetts is the premier independent broker/dealer and investment advisor subsidiary of Investors Capital Holdings, Ltd. (NYSE MKT: ICH), a financial services holding company supporting a nationwide network of financial advisors. Our mission is to provide them with 5-Star Servicesm and support, including advisory programs, strategic practice management and marketing services, and technology, to help them grow their businesses and exceed their clients’ expectations. We are the recipient of the 2013 Broker/Dealer of the Year award. Business units include Investors Capital Corporation, ICC Insurance Agency, Inc., and Investors Capital Holdings Securities Corporation. For more information, please call (800) 949-1422 x4814 or visit www.investorscapital.com.

Northeast Investment AdvisorsMr. Jason Longtin, 508-424-0686jasonlongtin@northeastia.com

Investors Capital (AMEX:ICH)
과거 데이터 주식 차트
부터 11월(11) 2024 으로 12월(12) 2024 Investors Capital 차트를 더 보려면 여기를 클릭.
Investors Capital (AMEX:ICH)
과거 데이터 주식 차트
부터 12월(12) 2023 으로 12월(12) 2024 Investors Capital 차트를 더 보려면 여기를 클릭.