Congratulations Thomas
On Being Named a
2010 FIVE STAR Wealth Manager
Creative Solutions for Life
- Comprehensive approach to financial planning
- Strategies for small business owners and executives
- Team built around the client experience
Area of Focus: Retirement, Business Succession, Wealth Transfer
Designations: CFP
Advisor is licensed/registered to do business with U.S. residents in the states of: MA
Tom Cappucci is a Registered Representative and Financial Planner of, and offers securities and investment advisory services through, New England Securities (NES)(FINRA/SIPC) a registered investment advisor. SFP is not affiliated with NES. L0410099349[exp0411][AL,CT,FL,MA,MD,ME,MN,NH,NY,OH,OR,RI,VT]
Strategic Financial Partners and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Strategic Financial Partners clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.