News By Tag
* Certified Financial Planner
* Financial Advisor
* Registered Investment Advisor
* Retirement Planning
* Wealth Manager
* More Tags...
News By Location
Brandt and Parker Win 2015 Five Star Wealth Manager Awards
Brandt has won this select award for the past six years. This is the first year Parker has won the award.
Five Star Professional sought out award candidates in the Boston area who satisfy 10 objective eligibility and evaluation criteria, such as credentials, experience, favorable regulatory history, and assets administered. Winners were selected from a pool of 3,542 award candidates in the Boston area. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Boston Five Star Wealth Managers.
Brandt and Parker are independent advisor representatives with Brandt Wealth Advisors of Newburyport. Brandt, a CERTIFIED FINANCIAL PLANNER™, has been providing financial planning and asset management services for over 25 years. Parker has over 10 years experience providing these services.
Brandt Wealth Advisors is located at 7 Prince Place in Newburyport, MA. Learn more about the practice at www.brandtwealth.com.
Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through Flagship Harbor Advisors, a registered investment advisor (RIA).