Westwood Resident Brad Champion is a Five Star Wealth Manager for Third Consecutive Year

Thanks to the Bulfinch Group for contributing this news to Westwood Minute.

The Bulfinch Group has announced that Brad Champion, a resident of Westwood, Massachusetts 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, in order 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. 

“Brad 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, a financial services firm headquartered in Needham. “The Five Star designation is a true testament to Brad’s character and professionalism,” he concludes.