Two Senior Financial Counselors of The Colony Group Named 'FIVE STAR Wealth Managers'
BOSTON, April 13 /PRNewswire/ -- Boston Magazine named two Colony Group Senior Financial Counselors to its recently published list of "FIVE STAR Wealth Managers." Elisabeth Talbot and Denise Duffy were both specifically recognized for their expertise in investments, estate planning, financial planning, and taxation.
The list of FIVE STAR Wealth Managers was compiled through a partnership between Boston Magazine and Crescendo Business Services, an independent research firm. In July, 2009, Crescendo surveyed some 105,000 high-net-worth residents in the Boston area and sent an additional 10,200 surveys to financial services industry professionals. Candidates for the FIVE STAR Wealth Manager designation were then nominated based on nine criteria: customer service, integrity, expertise, communication, value, meeting of objectives, service, quality of recommendations, and overall satisfaction. From these nominations, a panel selected the ultimate recipients of the honor, representing less than 4% of the wealth managers in the Boston area.
"Our recognition as FIVE STAR Wealth Managers is especially gratifying because the nominations were derived first and foremost from the community of high-net-worth clients," said Talbot. "The inclusion of two Colony Group partners on the list is a further validation of our successful pursuit of service excellence," added Michael Nathanson, President and Chief Executive Officer of The Colony Group.
About The Colony Group, LLC
Founded in 1986, The Colony Group provides investment, wealth management, and other financial advisory services to high net worth individuals, corporate clients, profit-sharing plans, charitable organizations, and other institutions. Owned and managed by a group of financial professionals dedicated to providing objective advice and exceptional service to clients, The Colony Group has over $1 billion in assets under management, with offices in Boston, Washington, D.C., West Palm Beach, and Naples.
Additional information about the firm can be found on the company's website at www.thecolonygroup.com.
SOURCE The Colony Group, LLC
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