Marshfield resident named Five Star Wealth Manager

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Community Content  |  Wicked Local

The Bulfinch Group recently announced that Mark Poitras, of Marshfield, 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 of 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 10 objective eligibility and evaluation criteria are awarded this prestigious title. 

“Mark has earned the prestigious designation of Five Star Wealth Manager for his exemplary client service and knowledge of the financial services industry,” said Seth Medalie, president of The Bulfinch Group. “The Five Star designation is a true testament to Mark’s character and professionalism.”

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