SPECIAL ADVERTISING SECTION WEALTH MANAGERS
Teixeira Financial Group
Photo 9.5 ” wide by 6.5 ” high at 300 dpi . Maximum of 12 people .
13
YEAR WINNER
Thirteen-year winner Paul M . Teixeira , Financial Advisor
A Comprehensive Approach to a Complex Financial Market
• Solid research and innovative solutions
• Alternative wealth management strategies
• Estate planning solutions
• Retirement planning and income strategies
Portfolio performance and wealth preservation are foremost in the minds of today ’ s investors . In a complex and changing global economy , investors are confronted with a new generation of financial challenges . With over 31 years of investment experience , we invite you to join us for a complimentary portfolio review and analysis . Experience why many have chosen our services .
Teixeira Financial Group
228 County Street • Attleboro , MA 02703 • Office : 508-431-1099 750 E Avenue • Pawtucket , RI 02860 • Office : 401-729-1391 pteixeira @ securitiesmail . com • teixeirafinancial . com
Paul Teixeira is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corp ( member SIPC ). Teixeira Financial Group is not an affiliate of Lincoln Financial Securities . The Five Star Wealth Manager Award is independently produced by Five Star Professional ( FSP ) and is based on data from financial advisors , regulatory disclosures , and FSP research . Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award . A fee of [$ 13,282.50 ] was paid for the right to reprint the newspaper advertising page . The award was independently granted and membership in an organization was not required . Working with a Five Star Wealth Manager is no guarantee of investment success . LFS-6027105-101623 .
FIVE STAR WEALTH MANAGER AWARD WINNER
completed questionnaire was used for rating . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria . 703 Rhode Island-area YEAR : # Considered , # Winners , % of candidates , Issued Date , Research Period . 2023 : 637 , 136 , 21 %, 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2022 : 648 , 130 , 20 %, 12 / 1 / 21 , 3 / 29 / 21 545 , 131 , 24 %, 11 / 1 / 18 , 3 / 16 / 18 - 10 / 4 / 18 ; 2017 : 476 , 189 , 40 %, 11 / 1 / 16 , 0316 / 16 - 11 / 1 / 16 ; 2016 : 495 , 173 , 35 %, 10 / 1 / 16 , 5 / 6 / 16 - 10 / 4 / 16 ; 2015 : 637 , 194 , 30 %, - 9 / 30 / 11 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers .
registered investment adviser representative ; 2 . Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by FSP , the wealth pending , dismissed or denied complaints with any regulatory authority or FSP ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints past 11 years ; E . Been terminated from a financial services firm within the past 11 years ; F . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . One-year evaluate quality of services provided to clients . The award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their clients ’ assets . The as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future . Visit www . fivestarprofessional . com .
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