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Press Release
FOR IMMEDIATE RELEASE (8/1/06)
“It is significant that Back Bay Financial Group (BBFG) has been named as a “Top Wealth Manager” in Wealth Manager magazine,” said Robert D. Siefert, CFP®, Principal and Co-Founder. “BBFG was listed for three consecutive years in Bloomberg Wealth Manager magazine, and receiving the designation as the magazine changes direction shows the continuing recognition our firm has in the industry.
In the July/August 2006 issue of Wealth Manager magazine, Back Bay Financial Group, Inc. was named in the annual ranking of America’s “Top Wealth Managers”. Ranked with 18 Massachusetts firms in a list of 420 nationwide, BBFG was also named in Bloomberg Wealth Manager magazine’s 2005, 2004 and 2003 lists.
Wealth Manager magazine chose firms that are registered investment advisors with at least half of their client base as high net worth individuals defined by the SEC. These firms offer financial planning services, and no banks, broker-dealers, trust companies or those offering commission products were included in the selection.
“The Wealth Manager listing is an achievement for our 10-year-old company,” said John H. LeBlanc, CFP®, Principal and Co-Founder. “We have been represented in Bloomberg Wealth Manager and Wealth Manager magazine for four of our 10 years of practice.”
Back Bay Financial Group is a wealth management firm with more than $295 million in assets under management. BBFG provides services to individuals, families, estates, trusts, endowments, 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. Their headquarters is in Boston, and they have office locations in Wakefield and South Yarmouth.
Back Bay Financial Group (BBFG) is an SEC registered investment adviser with its principal place of business in the State of Massachusetts. BBFG and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which BBFG maintains clients. BBFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BBFG, please contact BBFG or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about BBFG, including fees and services, send for our disclosure statement as set forth on Form ADV from BBFG using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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