Five Star Wealth Managers Selected

Leading regional financial planning and wealth management firm, Investmark Advisory Group had several advisors recognized as Five Star Wealth Managers for 2019. The prestigious award is based on 10 objective eligibility and evaluation criteria. Out of the 3,147 Connecticut area wealth managers who were considered for the award; just 289 (9 percent of candidates) were named 2019 Five Star Wealth Managers.

Investmark Advisory Group’s Managing Principals Michael C. Kusick, CFP®, Jay M. Diamond, MBA , and Nicholas T. Christie, CFP® along with Principals Joseph P. Jandreau, CFA®, and Douglas E. Kerr, AIF® all achieved the recognition again this year.

Speaking on behalf of the group, Investmark Advisory Group CEO Michael C. Kusick, CFP® commented “I’ve always believed that our firm’s success is 100% based on the people we have on the team. This award is a great reassurance that we continue to stay on the right track and to provide our clients with the advice they need and the service and personal attention they deserve. Our advisors are among the best in the business and we couldn’t do it with out every member of our dedicated staff.”

An earlier version of this article was published on December 2, 2019.

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