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Press Release
07/01--BBFG Reaches $100 Million Mark
Marking their milestone of reaching $100 million in assets under management, Back Bay Financial Group, Inc. will be holding a reception for its clients and colleagues on June 17, 2004. The firm, founded in 1997 by John H. LeBlanc, CFP®, and Robert D. Siefert, CFP®, will welcome clients and guests in its new office location at 745 Boylston Street in Boston. The company also has branches in Wakefield and Cape Cod.
“We are proud of these achievements, especially because they represent the trust and confidence our clients have placed in us,” said Siefert.
The firm now includes nine employees, including the most recent additions of Ted Yoos, CFP®, formerly of Tanager Financial Services, Inc., and Francis Sellers, CFP®, formerly of American Eagle Assets Management, Inc.
“The recent economic climate draws clients to our firm because our advisors are Certified Financial PlannersTM who are compensated solely by fees paid by our clients,” said LeBlanc. “We don’t accept commissions or compensation from any other source, so there is no conflict of interest when our advisors recommend financial products.”
Back Bay Financial Group is a fee-only financial planning, investment advisory and wealth management firm with more than $115 Million in assets under management. Recently named one of the top wealth management firms in Bloomberg Wealth Manager magazine, BBFG provides services to individuals, estates, trusts, charitable organizations and small businesses in the areas of retirement planning, estate and income tax planning, investments, asset allocation, risk protection, cash flow planning, stock option analysis and college savings strategies.
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