New England Investment and Retirement Group Inc. Partner and Principal Brian Pirri has been named a 2018 Five Star Wealth Manager. Pirri has been with NEIRG since 2012, where he helps clients achieve their financial goals by creating, implementing and monitoring customized financial plans that address their financial needs.
Five Star Professional conducts research to help consumers with the decision of selecting a service professional, including wealth managers. The Five Star Award recognizes professionals who provide quality service to their clients. The wealth manager must satisfy 10 objective eligibility and evaluation criteria associated with wealth managers who are going above and beyond for their clients. Factors taken into consideration include assets under management and client retention rate.
Join us in congratulating Brian on the honor!
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria Eligibility criteria _ required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professionals consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionals consumer complaint process; feedback may not be representative of any one clients experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria _ considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award does not evaluate quality of services provided to clients. 2,819 Boston-area wealth managers were considered for the award; 532 (19 percent of candidates) were named 2018 Five Star Wealth Managers. NEIRG did not pay a fee For Brian Pirri to be considered or placed on the final list of Five Star Wealth Managers. NEIRG did purchase a single wall plaque.