353 West Center Street
West Bridgewater, MA 02379
office (508) 588-4800
fax (508) 588-2067
RECOGNIZED AS A
2011 FIVE STAR WEALTH MANAGER
(Boston Magazine – February 2011)
Having been chosen by clients and peers for such recognition is truly humbling. This is a recognition for which no one can apply. The honor results from a compilation of replies to a survey from 105,000 high-net-worth individuals and 10,200 financial services industry professionals.
Wealth managers were evaluated by a review of survey results by a blue-ribbon panel of individuals from within the financial services industry on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction.
Less than 4% of the Wealth Managers in the Boston area were recognized this year. Dick Dailey was recognized for his work in estate planning, Long Term Care planning, Will & Trust preparation and representation on tax issues.
Dick wants to thank all of the people who contributed to this recognition, both clients and professionals. He hopes to continue working with clients and financial professionals alike for many years to come.