John Finn CLU, ChFC Honored as Five Star Wealth Manager

John Finn CLU, ChFC from Finn Wealth Management was recently recognized as a Five Star Wealth Manager, a distinction awarded to less than 7% of wealth managers in Rhode Island. Finn was evaluated on 10 key factors, including client retention rates, client assets administered and favorable regulatory and complaint histories.

“I have focused on providing personal service, innovative strategies and unbiased guidance for the past 26 years, and it is an honor to be recognized for those efforts,” says Finn. “Being named as a Five Star Wealth Manager demonstrates my commitment to placing my clients’ best interest first and helping them gain confidence in their financial future.”

About Five Star Professional

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. The evaluation is based on 10 criteria to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers.

Securities and Advisory Services offered through LPL Financial, Member FINRA, SIPC


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