Chelsea Groton Certified Financial Planner Named 2015 CT 5 Star Wealth Manager
‘2015 Connecticut Five Star Wealth Manager’
Groton, CT – Robert Fradette, CFP®, CLTC, ChFC, of Colchester, a financial planner with Chelsea Groton Financial Services and an Infinex Investment Executive, was named a ‘2015 Connecticut Five Star Wealth Manager’ by Five Star Professional.
With over 30 years of experience in the financial services industry, Bob works with clients in a number of categories, including: wealth management, investments, retirement planning, education funding, access to estate planning, and insurance and risk management.
“Bob invests a great deal of time into learning about each client’s needs and goals, and works to develop a customized financial plan around where they are currently, and where they hope to be,” said John Uyeki, SVP, Producing Manager, Chelsea Groton Financial Services. “He believes in a high-touch relationship with his clients, and counsels them on how to stay on target with the financial objectives they have worked together to determine. It is no surprise Bob has received this honor the last four consecutive years. ”
Recipients were nominated in one of three ways – firm nomination, peer nomination or pre-qualification based on industry standing. Award candidates were then evaluated against a variety of objective criteria, including client retention rates, client assets administered and a favorable regulatory and complaint history. The resulting awardees represent an exclusive group of wealth managers who provide quality services to their clients.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of the Bank. Infinex and the Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
About Chelsea Groton Bank
Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County and a Loan Production Office in Hartford County. The Bank has over $963 million in assets and serves businesses, individuals and families throughout Connecticut and Rhode Island. To learn more, please visit chelseagroton.com. Member FDIC.
Chelsea Groton Certified Financial Planner Named
* * *About Chelsea Groton Financial Services