Ipswich Resident, John Balzer of The Bulfinch Group, Needham, Named Five Star Wealth Manager

The Bulfinch Group is pleased to announce that John Balzer of Ipswich, MA has earned the designation of Five Star Wealth Manager. 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.

“The Bulfinch Group is proud to announce that John Balzer has earned the prestigious designation of Five Star Wealth Manager”, states Seth Medalie CLU®, President of The Bulfinch Group, “John’s exceptional client service skills and experience in the financial services industry has made him an invaluable member of The Bulfinch Group team.”