2011 FIVE STAR Wealth Managers - Boston University Center for ...

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Special advertiSing Section
capitol Financial adviSorS
Left to right: Seated: FIVE STAR Wealth Managers and Two-Year Winners Charles Brown and Constance Barber
Standing: Mary Ellen Fillo, Jeff rey Brudner, Hunter Luke, Matthew Piaker and Lisa Cremonini
Independent Investment Advice for More than 25 Years
• Uncompromising integrity
• Proactive management
• Long-term client relationships
Areas of Focus: Investment advisory services, estate plans and retirement income strategies
Designations: AIF, CFP®, ChFC®, CLU®, EA, JD, MA, MBA, MST
are a team of advisors that have been helping people establish and
maintain their financial goals for more than 25 years. With a passion
for excellence, our mission is to provide comprehensive planning, education
and institutional quality investment management, all within a friendly, family
office setting.
2011
FivE STAr
WEAlTh MAnAgErS
Unlike the traditional “Wall Street” model, our firm has chosen to work
with an independent broker/dealer. This means that we remain independent
too. Discover the freedom of working with someone who answers only to you
and acts solely in your best interest.
Learn more about us by calling toll free (800) 471-PLAN.
One Hollis Street, Suite 301 • Wellesley, MA 02482 | 100 Cummings Center, Suite 213C • Beverly, MA 01915
Phone: (781) 237-5205 • Toll-free: (800) 471-7526
www.capitolfinancialadvisors.com
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC. Capitol Financial Advisors is a Registered Investment Advisor.
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