Welcome to Centinel Financial Group, LLC, the office of Adam M. Sachs, CFP®. We look forward to assisting you in the accumulation and protection of your wealth. Our practice provides a range of financial planning, investment and insurance solutions for individuals, families, executives, and small businesses. We strive to stay on the cutting edge of changes in today's marketplace, so that your financial plan can stay current with legislative, insurance and investment developments. We encourage you to explore these opportunities further, and to browse through the pages of our website to learn more about our practice and our firm.  

 

Adam M. Sachs, CFP® Named FIVE STAR
Wealth Manager for 2010

Centinel Financial Group, LLC is pleased to announce that Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC has been selected as a FIVE STAR Wealth Manager for 2010. His selection was featured in the February 2010 Issue of Boston Magazine. An independent firm surveyed by mail and phone more than 100,000 high-net-worth consumers in the Boston
area and subscribers of Boston Magazine. Wealth Managers
were evaluated on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Finally, Wealth Managers were reviewed by a blue-ribbon panel comprised of knowledgeable individuals within the financial services industry. The resulting list of 2010 FIVE STAR Wealth Managers represents less than 7 percent of wealth managers in the Boston area.

Click here to view a video on the 2010 FIVE STAR Wealth Manager
Nomination and Selection Process

Click here for the 2010 FIVE STAR Wealth Manager Announcement
in Boston Magazine, February 2010


Professional Designations:

• Certified Financial Planner™  (CFP®)
   
• Chartered Life Underwriter (CLU®)
   
• Chartered Financial Consultant (ChFC®)
   
• Certified Long-term Care Consultant (CLTC)

Professional Credits:

• Speaker, Ashland Business Association, "Small Business Opportunities",
  May 2009

• Speaker, John Hancock Financial Network, "Long Term Care Planning Strategies", May 2009

• Feature article in Life Insurance Selling on "Being a Center of Influence to Centers of Influence", January 2009

• President, NAIFA (National Association of Financial Advisors) Massachusetts, 2009-2010 Calendar Year

• Speaker, Salem State College Institute for Continuing Education for Accountants, October 2008

• Intervied by Ashland's Local Cable Access Channel, Ashland Business Association Member Spotlight, 2006

• Speaker, Long Term Care Forum on Long Term Care Planning Strategies

• Past member and contributing editor of the Review Board for Certified Long Term Care specialist Board (CLTC)

• Past speaker on financial planning for Federal employees