Newton Resident Zvi Shtifter Named Five Star Wealth Manager
NEWTON, MA (February 2013) – The Bulfinch Group is pleased to announce that Zvi Shtifter, of Newton, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.
According to Seth Medalie, CLU®, President of The Bulfinch Group, “The designation of Five Star Wealth Manager is a wonderful testament to Zvi’s exemplary work with his clients in the individual and business marketplace. His unmatched skills and experience have earned him this prestigious title; Zvi is an integral member of The Bulfinch Group team and an asset to our agency and his clients.”