5 Star Wealth Managers Picked for 2011 - Business Man Honored

WORCESTER, Mass., Feb. 3, 2011 /PRNewswire/ -- Paul J. Mauro of Bolton, MA is recognized as a Top Wealth Manager for 2011 in a survey done of affluent consumers in Massachusetts.  His selection was announced in the February issue of Boston magazine.

(Photo: http://photos.prnewswire.com/prnh/20110203/NE41107 )

Only 7% of all Wealth managers qualify for this award.

Paul and Linda Mauro of Bolton, MA own the Firm, Legacy Financial Advisors, Inc. with six offices in Massachusetts and several in other states.  Paul Mauro was chosen following a consumer survey to determine consumer satisfaction and overall performance among thousands of wealth management firms.  The survey was conducted by the 5 Star Wealth Managers, Inc. which surveys financial advisors throughout the United States for this award.  

"I am very proud of our Firm," says Mauro, "We have spent the last 37 years serving the public through the development of our unique service model that gives each client 2 advisors, which has certainly been well received by the public."

Paul and Linda Mauro have lived in Massachusetts since the Firm began in 1974, and now reside in Worcester County near their newest office on 35 Harvard St. in Worcester, MA.  "We love Massachusetts, and it has been very good to us over the years.  We have raised our children here, and even though we vacation in other places, we always come home to Bolton, MA."

Legacy Financial Advisors, Inc. has evolved from a classic financial advice firm to a firm with special services available through their Wealth Management Division, established for those with more complex needs.  Paul Mauro speaks to consumer groups over 50 times a year about financial issues.  He has addressed the Verizon Pioneers, Raytheon  Retirees, Inc., GE Old Timers Association, the Digital Equipment  Alumni , and many more.

This survey of over 100,000 high net worth consumers was conducted by an independent research firm who called subscribers to Boston magazine.  Wealth managers are evaluated on 9 criterions:  Integrity, Service, Knowledge, Expertise, Value, Meeting objectives, Quality of recommendations, Communication, and Overall satisfaction.

Paul's next book "Take Charge of Your Financial Life" is due out this Fall.

Securities and advisory services offered through SII Investments, Inc., member FINRA and SEPC and a Registered Investment Advisor.  Legacy Financial Advisors, Inc. and SII Investments, Inc. are separate and unrelated companies.

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Paul Mauro - https://profnet.prnewswire.com/Subscriber/ExpertProfile.aspx?ei=100317

SOURCE Legacy Financial Advisors, Inc.