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IN THE NEWS - JOHN GALEGO RECEIVES FIVE STAR WEALTH MANAGER & WOMEN'S CHOICE AWARD    

FOR IMMEDIATE RELEASE

John Galego Receives Five Star Award For Third Consecutive Year

Hopkinton, MA March 28, 2018

As seen in Boston Magazine and The Wall Street Journal, Five Star Professional has recognized John Galego with the 2018 Five Star Wealth Manager award. 

"John was named a Five Star award winner in February of 2018. By earning this honor, John has shown an outstanding commitment to clients." -- Dan Zdon, CEO Five Star Professional

Please join us in congratulating John.

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AS SEEN IN BOSTON MAGAZINE

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AS SEEN IN THE WALL STREET JOURNAL

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The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience, and a thorough regulatory history review. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on ten objective criteria:

  1. Credentialed as a registered investment adviser or a registered investment adviser representative;
  2. Active as a credentialed professional in the financial services industry for a minimum of 5 years;
  3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*);
  4. Fulfilled their firm review based on internal standards;
  5. Accepting new clients;
  6. One-year client retention rate;
  7. Five-year client retention rate;
  8. Non-institutional discretionary and/or non-discretionary client assets administered;
  9. The number of client households served;
  10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. The award methodology does not evaluate the quality of services provided. And is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have:

  • been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine,
  • had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process,
  • individually contributed to a financial settlement of a customer complaint filed with a regulator,
  • filed for bankruptcy, or
  • been convicted of a felony.

FOR IMMEDIATE RELEASE

John Galego receives the Women’s Choice Award® as highly recommended Financial Advisor by Women for Women

Hopkinton, MA, September 18, 2017 

As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that John Galego, president of Atlas Wealth Strategies, has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment John Galego has to extraordinary service in addressing the financial needs of women and their families.

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“It has been a privilege to partner with so many exceptional women over the past 15 years. Through shared trust and collaboration, we help our clients gain greater control and confidence over their financial lives and build lasting relationships in the process.” 

WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this outstanding group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor. 

Recent studies indicate the following in regards to women and their finances:

Only 35 percent of women use a professional financial advisor, most (79 percent) doing so for retirement investment recommendations.**  Fewer than two in 10 women feel “very prepared” to make wise financial decisions. Half indicate that they “need some help,” and one-third feel that they “need a lot of help.”****

As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution.  This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

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ABOUT ATLAS WEALTH STRATEGIES

John Galego has dedicated himself as a financial advocate on behalf of his clients since 2002. He founded Atlas Wealth Strategies, an independent financial services firm, to help empower clients to make educated decisions about their futures.  He has particular expertise working with women on financial planning and investing, and frequently writes and speaks on financial topics for women.

Securities offered through LPL Financial member FINRA/SIPC.  Investment advice offered through Private Advisor Group, a registered investment advisor.  Private Advisor Group and Atlas Wealth Strategies are separate entities from LPL Financial.

To learn more visit: http://www.theatlasapproach.com or contact John:  j.galego@theatlasapproach.com

ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.

** 14th Annual Transamerica Retirement Survey of Workers (2014)
***Source: Harnessing the Power of the Purse, by the Center for Talent Innovation 2014
****Source: Financial Experience &Behaviors Among Women, 2010−2011 Prudential Research Study (article breaking it down here).
 

 

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