The Bulfinch Group is pleased to announce that Mark Poitras, of Marshfield, MA has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title. Mark is a resident of Marshfield, Massachusetts and attended Boston Conservatory at Berklee.
“Earning the Five Star Wealth Manager designation is a powerful testament to Mark’s dedication to putting clients first. His work consistently elevates the financial lives of the individuals, families and business owners he serves, and we are proud to celebrate this well-deserved recognition,” said Kevin S. Schneider, CLU®, Principal of The Bulfinch Group.
The Bulfinch Group is committed to providing the highest level of service and experience, as well as continuing to make a positive and lasting impact in the communities we serve. With a client-centric focus, The Bulfinch Group works to help protect wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets – all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax strategies, provide protection and build and grow wealth to reach each client’s unique goals.