Jason Longtin of Northeast Investment Advisors Recognized as Five Star Wealth Manager
March 13 2014 - 10:48AM
Business Wire
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.
Photos/Multimedia Gallery Available:
http://www.businesswire.com/multimedia/home/20140313005966/en/
Northeast Investment AdvisorsMr. Jason Longtin,
508-424-0686jasonlongtin@northeastia.com
Investors Capital (AMEX:ICH)
Historical Stock Chart
From Oct 2024 to Nov 2024
Investors Capital (AMEX:ICH)
Historical Stock Chart
From Nov 2023 to Nov 2024