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February 21, 2014
Centinel Financial Group, LLC
Ashland’s Adam Sachs Once Again Named Five Star Wealth Manager for 2014
As featured in the February 2014 Issue of Boston Magazine
Long-time Ashland resident, Adam M. Sachs of Centinel Financial Group LLC, was named a 2014 Five Star Wealth Manager from an independent survey conducted by Five Star Professional. Adam is a five-year consecutive winner of the award and his selection was announced in the February 2014 Issue of Boston magazine. Five Star Professional identifies wealth manager award candidates through firm nominations, peer nominations and industry qualifications. The candidates are then evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. This selective process demonstrates the caliber of the individuals who are named Five Star Wealth Managers.
In addition to achieving this landmark career status, Adam was also recognized by John Hancock Financial Network for “Achieving Client Excellence”, as well as being recognized for once again qualifying as a member of the Million Dollar Round Table, considered the premier association for financial professionals.
Adam and Centinel raise tens of thousands of dollars per year for local charities such as The Greater Boston Food Bank. He gives back to the financial services industry by serving as an active member of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts.