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Roberta Nestor of Nestor Financial Network Earns FIVE STAR Wealth ManagerSM Award
Milford, CT (December 1, 2013)—Nestor Financial Network, a Financial Planning firm in Milford, CT today announces that its Owner, Roberta L. Nestor has been named a 2013 FIVE STAR Wealth ManagerSM by Connecticut Magazine for overall client satisfaction. Less than 7% of wealth managers in CT were named to the list.
Roberta has been an Investment Adviser Representative of Commonwealth Financial Network since 1984. Her affiliation with Commonwealth offers her the freedom to provide diverse guidance and insight to clients. Her career in financial planning started in 1982 as a life agent with John Hancock.
Her office provides guidance for retirement, tax, investment and long term care planning. “This recognition is a testament to Roberta Nestor’s commitment to outstanding customer service and a relentless worth ethic,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Roberta Nestor’s independent broker/dealer. “Mrs. Nestor truly understands client needs, and we congratulate her on this outstanding achievement.”
The 2013 FIVE STAR Wealth ManagerSM list contains the wealth managers in a given market who score highest in overall satisfaction, based on ten objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.
Each wealth manager is also reviewed by peers, regulatory compliance boards, and a Blue Ribbon panel. The 2013 FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.
Roberta Nestor, owner of Nestor Financial Network has been providing individuals and organizations with financial guidance since 1985. Located at 491 New Haven Avenue, Milford, CT 06460, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.nestorfinancial.com. Securities and Advisory Services Offered through Commonwealth Financial Network – Member FINRA, SIPC a Registered investment Advisor.