PRESS RELEASE – (Franklinville, NJ) February 13, 2013
Steven A. Boorstein, CFP®, owner of RockCrest Financial in Franklinville, NJ was recently named 2013 Five Star Wealth Manager.
Five Star Professional designates this award to candidates based on 10 objective criteria, including client retention rates, client assets administered, professional designations and education, and favorable regulatory history. Only 7 percent or less of wealth managers in the New Jersey area receive this award.
“It’s very nice to be honored again this year with the Five Star Professional award. My practice concentrates on personalized retirement planning and investment management. I focus on helping clients get safely to retirement and creating predictable income streams once they get there. My mission is simple – do the right thing for clients by providing sound financial advice and expert investment management that fits their needs. I’ve been a financial advisor for over 13 years and created RockCrest Financial to help people feel safer and more confident throughout retirement. I appreciate Five Star Professional recognizing my financial planning practice.”
For more information please contact Steven A. Boorstein, CFP®, RockCrest Financial, 3288 Delsea Drive, Suite A, Franklinville, NJ 08322. Tel. (856) 694-3288 or visit http://RockCrestFinancial.com.
Steven A. Boorstein is a Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RockCrest Financial LLC are not affiliated.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third part rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information go to www.fivestarprofessional.com
