Local Recipient of Boston’s 2020 FIVE STAR Wealth Manager Award – Reading, MA – Patch.com

Local Recipient of Boston’s 2020 FIVE STAR Wealth Manager Award – Reading, MA – Patch.com


FOR IMMEDIATE RELEASE

Baystate Financials’ Janice Berner receives Boston’s 2020 FIVE STAR Wealth

Manager Award

News > Baystate Financials’ Janice Berner, receives Award as one of the FIVE STAR Wealth Managers in Boston.

BOSTON, MA – March 26, 2020 – Janice Berner, an advisor at Baystate Financial, one of the region’s largest financial services firms, received Boston’s 2020 FIVE STAR Wealth Manager Award, as seen in the February issue of Boston Magazine. The FIVE STAR Award is presented to less than 20% of the advisors in the Boston area. The selection process is based on a survey administered to more than 4,200 registered financial services professionals and local financial services companies. Recipients of the survey were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award, and those who satisfied objective eligibility and evaluation criteria were named 2020 Five Star Wealth Managers. *

Janice Berner is an established financial professional with more than 20 years of financial advisory experience. She recently became a qualifying member of the Million Dollar Round Table, a premier association for financial services professionals. Janice has an unwavering commitment to her clients and to their sustainable success. At Baystate, she continues to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.

“I’m thrilled to be recognized as a financial advisor of choice throughout New England.
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