West Hartford-based financial planner, Brian J. Waddell, RICP®, AIF® of New England Financial Group, an office of Baystate Financial, received Forbes and Connecticut Magazine’s 2019 FIVE STAR Wealth Manager Award for his leadership in financial planning as an employee benefit, and his work in ‘coordinated financial planning’, a team-based financial planning model incorporating tax and legal advisors for the client’s benefit. The FIVE STAR Award is presented to less than 7% of the advisors in the Greater Hartford area and was featured in the December 2019 issues of Forbes and Connecticut Magazine. The selection process is based on a survey administered to more than 3,500 registered financial services professionals and local financial services companies. Recipients of the survey were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award, and those who satisfied objective eligibility and evaluation criteria were named 2019 Five Star Wealth Managers.*
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. The MNE Group and Baystate Financial are not subsidiaries or affiliates of MML Investors Services, LLC., or its affiliated companies. Supervisory office: 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116, 617-585-4500 CRN202102-243057