John Finn and Sharon Meehan were both recently recognized with the Five Star Wealth Management Award for the fifth consecutive year.
Two at Finn Wealth Management Win Awards
John Finn and Sharon Meehan of Finn Wealth Management were both recently recognized with the Five Star Wealth Manager Award, a distinction that is earned by 40% of wealth managers in Rhode Island.
John Finn and Sharon Meehan of Finn Wealth Management Both Honored with Five Star Wealth Manager Award
Middletown, RI: John Finn and Sharon Meehan of Finn Wealth Management were both recently recognized with the Five Star Wealth Manager Award, a distinction that is earned by 40% of wealth managers in Rhode Island. This is the fifth time Finn has received this award, and the fifth time Meehan was chosen to receive this award. Both Finn and Meehan received the award in 2013, 2014, 2015, 2016 and 2017 and were evaluated on 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include client assets administered under management and client retention rate.
“Our focus has always been the same. Developing relationships with our clients and bringing them through a process in which they experience confidence and clarity,” said John Finn, Finn Wealth Management President. “Both Sharon and I are honored to receive this award and to be recognized for the high quality of our work.”
The Five Star Wealth Manager is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
Finn Wealth Management is a financial services firm located in Newport County, Rhode Island. The firm offers Retirement Planning, Investment Advisory Planning and Wealth Management services. For more than 30 years, the financial advisors of Finn Wealth Management have helped their clients feel a sense of clarity and confidence about pursuing their financial goals.
Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016 and 2017 Five Star Wealth Managers.
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