Independence Financial Partners Recognizes Top Performers

Independence Financial Partners Awards Gala, Mystic CT
Press Announcement: FOR IMMEDIATE RELEASE
 
(Mystic, CT - 2/27/2015)  Independence Financial Partners, based in Warwick, RI, is pleased to recognize Advisers who achieved a high level of success in 2014. The Awards Gala was held at Mystic Aquarium, Mystic, CT.
 
The 2014 Award Recipients were as follows:

Adviser of the Year (Highest and Most Prestigious Award)
Armand J. Fisher

Independence Award (Highest Growth Year Over Year)
Randal S. Poirier, ChFC®

Signator Preservation Award
Armand J. Fisher

Signator Wealth Award
Nathaniel Vinson

John Hancock Financial Network Hall of Fame Inductee
Karl Green

45 Years of Service
Maryann Colavolpe

40 Years of Service
Dennis Bardoni

The following individuals have qualified for the ACE Award, one of the highest honors that JHFN bestows on a financial representative. ACE stands for “Achieving Client Excellence.” According to Richard P. Beaulieu, Jr., CLU®, ChFC® and Kevin J. Beaulieu, ChFC®, Managing Partners, the ACE Award serves as a confirmation of these advisers exceptional abilities.  

Armand J. FisherACE Platinum
Nathaniel VinsonACE Top Gold
Randal S. Poirier, ChFC® - ACE Gold
Brian M. Rys, AIF®, CFP®, CLU®, ChFC® - ACE Gold
Ian Gerrior – ACE Gold
Christopher A. Beaulieu, ChFC® - ACE Silver
Rulla Nehme – CFP®, ChFC®, CASL® - ACE Silver
John M. Gautreaux, ChFC® - ACE Silver
C. Martin Warburton, CLU®, ChFC® - ACE Silver
Karl GreenACE Silver
Gregory BeaulieuACE Best-in-Class

We congratulate all of the recipients for their accomplishments.
 
About Independence Financial Partners
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years. Today, Independence Financial Partners is a full service financial firm with more than 70 financial professionals throughout Southern New England and into New York State. These professionals focus on specific areas to serve the unique needs and concerns of each client, at every stage of life.
 

* The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management.  Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance.  Sales production is not a criteria for winner selection.  The competition was open to all advisors and of 55 applicants, 5 were selected to be interviewed and one winner was selected from that group by an  independent panel.  Advisors do not pay a fee to apply, to accept or to purchase materials related to advertising the award.   Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary preservation and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

* The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies.  To be included in the HOF, inductees need to qualify for the ACE award 15 times. 

121-20150304-221588
 

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067

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