Zvi Shtifter, RICP®, CLTC, of The Bulfinch Group, Needham, MA named Five Star Wealth Manager for seven consecutive years
The Bulfinch Group is pleased to announce that Zvi Shtifter, RICP®, CLTC, of Newton, Massachusetts has earned the designation of Five Star Wealth Manager for seven consecutive years as featured in Boston Magazine's February issue.. 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.
“Zvi has earned the prestigious designation of Five Star Wealth Manager for his exemplary client service and knowledge of the financial services industry,” states Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group. “The Five Star designation is a true testament to Zvi’s character and professionalism,” he concludes.