Broker Check

2018 Five Star Wealth Manager Award Announced

Press Release

NEWS PROVIDED BY:  TrueView Financial
January 7,  2018, 08:30 EST

James DesRocher Named 2018 Five Star Wealth Manager Award Winner 



Middleton, January 7, 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 commented.  “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 Forbes 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 recently moved the TrueView Financial company headquarters to Middleton, MA.  He will be opening a first of its kind TrueView Financial Freedom Centerinside the headquarters at 2 Central Street early next month.  The TrueView Financial Freedom Centerwill include free coaching events open to the public which will be posted on the company’s web site at www.mytrueviews.com.

 

 

For further information on the firm and their announcement, please visit: 5 Star Article in Boston Magazine

 

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