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BBFG Selected for Top Weath Manager List

Back Bay Financial Group (BBFG), with offices in Boston and Wakefield, Massachusetts, has been named in Bloomberg’s annual list of Top Wealth Managers in America. BBFG is one of seven Massachusetts firms that were selected.

All the firms chosen are independent advisors registered with the SEC. They provide comprehensive planning to “individuals and/or high net worth individuals.” Insurance companies, trust companies and banks were excluded from the listing.

“This is certainly a milestone in our company’s growth,” says John H. LeBlanc, CFP^®, co-owner of BBFG. “As the Bloomberg article noted, the period between 2000 and 2002 has been the worst three-year stretch for investors since the 1930’s. The diligence of our staff and the trust of our clients have provided us with the ingredients to be listed with the top wealth managers in the country.”

BBFG retains a staff of five advisors, four of whom hold the Certified Financial Planner™ designation. The company was founded in 1997 by LeBlanc and Robert Siefert, CFP. Their practice, which includes wealth management services for families, trusts, charitable organizations and small businesses, is based on a fee-only philosophy endorsed by the National Association of Personal Financial Advisors.

“We value the relationships we have developed with clients and colleagues,” says Siefert, co-owner of BBFG. “Wealth management requires a comprehensive approach to financial planning and we are proud to be recognized with Bloomberg’s prominent wealth managers. This recognition is significant for our six-year old company.”