Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Advisory services offered through Craig DuVarney, CFP ™, a registered investment advisor licensed in the state of Massachusetts. As such, these services are strictly intended for individuals residing in MA.
Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of MA, NH, ME, RI, NY, PA, FL, NC, SC and CA. No offers may be made or accepted from any resident outside the specific states referenced. 3 Centennial Drive Peabody, MA 01960 (978) 977-4757