BOSTON MAGAZINE NAMES
THE MURPHY INSURANCE GROUP ADVISERS
TO ELITE FIVE STAR WEALTH MANAGER LIST FOR THE SECOND CONSECUTIVE YEAR
Braintree, MA – February 2012 – Boston Magazine has published their list of FIVE STAR Wealth Managers for 2012. This elite group represents less than 2 percent of the wealth managers in the Boston area. The Murphy Insurance Group is pleased to announce that Charlie Murphy has been selected in the insurance division and Timothy Kelley as an investment advisor.
Boston Magazine set out to find those professionals who would score highest in their carefully selected criteria based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. Both client and industry professionals’ evaluations were compiled and an esteemed panel from within the financial services industry was recruited to finalize the selection.
Charlie and Tim feel extremely honored to be included in this select listing. “The Murphy Insurance Group knows how important it is to offer a wide range of financial and insurance services to our clients”, says Charlie Murphy. “Our goal is to help individuals, as well as business owners better plan for their retirement and estate planning needs. We appreciate this recognition and will continue to do our best to build trusted, lifetime relationships with our clients and help simplify, organize and instill confidence in their financial lives.”