GOTTFRIED & SOMBERG WEALTH MANAGEMENT IS PROUD TO ANNOUNCE THAT 8 OF THEIR ADVISORS HAVE BEEN NAMED 2022 FIVE STAR WEALTH MANAGER AWARD RECIPIENTS.
JOSHUA GOTTFRIED, CFP®, MATTHEW SOMBERG, AIF®, KATHLEEN ERICKSON, RICP®, DANIEL HEFFERNAN, RICP®, JAMES DEMARTINO, CFP®, STEVE DRACZYNSKI, JAMES NEWMAN, CFA, CFP® AND RYAN OLSCHEFSKIE, RICP® WERE ALL NAMED 2022 FIVE STAR WEALTH MANAGERS
Glastonbury, CT (January, 2023) Gottfried & Somberg Wealth Management, LLC, a provider of financial services in Glastonbury, CT announced that Joshua Gottfried, CFP® and Matthew Somberg, AIF®, Co-Founders and Principals, and Kathleen Erickson, RICP®, Daniel Heffernan, RICP®, James DeMartino, CFP®, Steve Draczynski, James Newman, CFA, CFP® and Ryan Olschefskie, RICP® all Wealth Advisors have each been named a 2022 Five Star Wealth Manager. The list was published in the December 2022 issue of Connecticut Magazine.
Gottfried and Somberg have been awarded this title for the eleventh straight year, Kathleen Erickson, RICP® and Daniel Heffernan, RICP® are nine year winners, James DeMartino, CFP® is a four year winner, Steve Draczynski and James Newman, CFA,CFP® are three year winners and for Ryan Olschefskie, RICP® this is his first year.
The award is based on 10 objective criteria. Eligibility and evaluation criteria include a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, client retention rates, client assets administered, education, and professional designations.
2022 Five Star Wealth Manager Award, created by Five Star Professional was presented in November 2022 based on data gathered within 12 months preceding the issue date. 2950 Connecticut-area advisors were considered, 290 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Gottfried & Somberg Wealth Management, LLC, has been providing individuals and organizations with financial guidance since 1999. Located at 340 Hebron Avenue, Glastonbury, CT 06033, Gottfried & Somberg Wealth Management, LLC prides itself on crafting customized strategies for each client. For more information, please visit www.gottfriedsomberg.com.
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC. A Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.