Back Bay Financial Group, Inc.

Press Center
Press Release

FOR IMMEDIATE RELEASE (9/15/06)

Back Bay Financial Group, Inc. (BBFG), of Boston, Wakefield, and Cape Cod, Mass., celebrated its Tenth Anniversary with clients and friends at the Colonnade Hotel. Nearly 175 people attended the celebration, which included a dinner and presentation by Dr. Paul Schervish, Professor of Sociology and Director of the Center on Wealth and Philanthropy at Boston College.

Dr. Schervish was named to the NonProfit Times “Power and Influence Top 50,” and he has published in the areas of philanthropy, the sociology of money and wealth, labor markets, and unemployment. He holds a Ph.D. in Sociology from the University of Wisconsin, Madison.

“This anniversary event was part celebration and part appreciation for our loyal clients,” said John LeBlanc, CFP®, co-founder of Back Bay Financial Group. “Many of these clients have been with us for the entire 10 years. We wanted to thank them for partnering with us and help us celebrate this significant occasion.”

Robert Siefert, CFP®, co-founder of BBFG, described the event as both social and educational. “Our clients seek advice and guidance from us. Arranging for them to listen to one of the area’s outstanding philanthropic speakers provides an opportunity to think about how wealth and good fortune can be used for the greater good.”

The anniversary event coincided with BBFG being named by Wealth Manager magazine, formerly Bloomberg Wealth Manager magazine, as one of its “Top Wealth Managers”. BBFG is one of 18 Massachusetts firms of the 420 chosen nationwide. The list is “an exclusive list of the nation’s leading independent financial-advisory firms.“ All the firms chosen are independent advisors that provide comprehensive planning to "individuals and/or high net worth individuals,” as defined by the SEC. Companies, such as insurance companies, trust companies and banks, were excluded from the listing.

Back Bay Financial Group, with more than $300 million in assets under management, is one of New England’s leading fee-only financial planning, investment advisory and wealth management firms. They can be contacted at www.backbayfinancial.com.

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.

Click Here to Return to Press Release Page


For All Media Relations Contact:

Rainey Lennon (617-247-0518 Ext. 21)