Valis and Manis Receive Five Star Wealth Manager Award for the 7th Year

Valis and Manis Receive Five Star Wealth Manager Award for the 7th Year

January 18, 2021
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Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R.Manis, CFP® will be recognized with the 2021 Five Star Wealth Manager Award in the February edition of Boston Magazine. This award comes to the advisors for seventh year in a row, since their opening of Blackstone Valley Wealth Management in 2013.

This exclusive designation has been given to select wealth managers for over 14 years, in more than 45 markets throughout the U.S. and Canada. Award candidates were evaluated against 10 objective criteria and resulted in the Boston area’s top 3% of wealth managers who provide quality services to their clients.

 

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2019, 2019, 2020 and 2021 Five Star Wealth Managers.