Cole Parlin, financial advisor with Ameriprise Financial in Andover, MA, has been named a recipient of the 2014 Five Star Wealth Manager award by Five Star Professional. The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.
To receive the 2014 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
As a financial advisor with Paul Fragala & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc., Parlin focuses on helping his clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact Cole Parlin at 76 Main St., Andover, MA or by phone at 978-474-9900. Parlin is a resident of Kittery, ME.
