TrueView Wealth Manager Award Press Release approved

Press Release

NEWS PROVIDED BY: TrueView Financial January 22, 2018, 08:30 EST

James DesRocher Named 2018 Five Star Wealth Manager Award Winner

Middleton, January 22, 2018, For Immediate Release: TrueView Financial announced today that founder James DesRocher has been named a 2018 Five Star Wealth Management award winner.

"I am extremely happy the work Jim does has been recognized in this way," commented Dr. Gerard Cassista, a longtime colleague of Jim's. "Jim's mission is to help people prosper and it is very rewarding to see that others in the industry have taken notice of his genuine and exemplary efforts."

This award recognizes a significant achievement for a financial professional. Founded in 2003, the Five Star Award Program* is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. The awards and their winners will be featured in The Wall Street Journal and Boston Magazine. The recognition is awarded based on a set of criteria focusing on experience and quality of services to clients.

Mr. DesRocher, who founded TrueView Financial after a decade working in all aspects of the financial services industry just moved the TrueView Financial company headquarters to Middleton, MA earlier this month. He will be opening a first of its kind TrueView Financial Freedom CenterTM inside the headquarters at 2 Central Street next month. The TrueView Financial Freedom Center TM will include free coaching events open to the public which will be posted on the company's web site at .

For further information on the firm and their announcement, please visit press/fivestaraward

About TrueView Financial: TrueView Financial is an independent, fee-only, Massachusetts based financial management firm specializing in customized financial coaching for individuals and families. TrueView Financial utilizes an academically based and statistically validated method for helping clients invest and plan for the long-term without market speculation. TrueView services include: investment management, retirement planning, strategic insurance

planning, estate management & planned giving services, and tax efficient investment planning. For more information on TrueView Financial, or upcoming TrueView Financial Freedom CenterTM events, contact us at 781-557-5021 or visit us online at .

*This award is not issued or endorsed by Guardian or its subsidiaries.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Supervised from 800 Westchester Avenue, Suite N-409 Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America? (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. TrueView Financial LLC is not an affiliate or subsidiary of PAS or Guardian. TrueView Financial LLC is not an affiliate or subsidiary of PAS or Guardian. (2018-52753 exp 1/2020)

Press Inquiries Contact: Cori DiDonato Silver Tiger Consulting Phone: 781-968-5421 Email: cori@

SOURCE TrueView Financial

###

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download