Forbes - USA (2019-06-30)

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PROMOTION

FIVE STAR AWARD WINNERS YOU NEED TO KNOW

FIVE STAR WEALTH MANAGERS FIVE STAR INVESTMENT PROFESSIONALS

Securities and advisory services off ered through Lincoln Financial Securities Member SIPC.

PCB Financial Advisory Group is not affi liated with Lincoln Financial Securities. LFS-2299321-103018.

Peter C. Bombara is the president of PCB Financial Advisory Group.

Focusing on retirement income, wealth preservation and estate

strategies, Peter has helped many individuals throughout the states

of New York and New Jersey retire successfully by using simple,

easy-to-understand strategies.

Financial author and commentator, Peter Bombara has also been

featured in local and national media outlets. His focus is preservation

and distribution of retirement assets through wealth management.

Allow Peter to guide you to and through retirement.

Peter Bombara

President


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Wealth Manager Award Winner

Guiding You to and

Through Retirement

PCB Financial

Advisory Group

Wealth Manager Award Winner

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Rod Kamps

Personalized

Wealth

Management

The advisors at Financial Advisors Network, Inc. and I believe in

putting clients first. We recognize that we hold a unique place of trust

in the lives of many people and prioritize our fiduciary duty in all

aspects of our business. We act with independence and objectivity

while applying our skill, competence and diligence for the benefit of

our clients.

No matter your situation, we offer comprehensive financial planning

services to help you make prudent decisions regarding tax planning,

retirement planning, estate planning and investment management.

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We can help take the mystery out of

preparing for today and tomorrow. Whether

you are investing to build your wealth,

protect your family or preserve your assets,

our personalized service focuses on your

needs, wants and long-term financial goals.

We have more than 75 years of combined

financial experience. We provide services in

retirement planning, portfolio construction

and life and long-term care insurance.

We look forward to working with you.

Marty, Monika and Bob


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Financial Plan Design

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WINNER

Past performance does not guarantee future results.

Torrey Capital Investments focuses on client-centric principles. We are

a fee-only registered investment advisory firm offering an integrated

approach to wealth management.

We work closely with our clients to understand and achieve their

financial goals. We are committed to excellence in providing our

clients with investment solutions and insurance needs through

individualized, custom planning.

Our promise to you is to listen intently, work tirelessly, serve with

integrity and deliver the highest quality of financial services.

Jackie Karnavas

Investment Advisor

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Wealth Manager Award Winner

Working Together,

We Can Build Value

for Generations

YEAR^4

WINNER

You work hard and want your money to work hard for you!

You’re likely seeking solid investments and fi nancial strategies

that fi t your family and your situation. These days, fi nding

the right wealth manager is an integral part of securing one’s

fi nancial freedom and well-being. But where should you turn

to fi nd the adviser who can start working for you?

Five Star Professional employed a rigorous research process to identify Five Star Wealth Manager

and Five Star Investment Professional award winners in cities across the U.S. Award-winning

professionals were carefully selected from among thousands of wealth managers for their

knowledge, service and experience (see list and disclosure for full list of cities covered).

Winners featured here represent some of the most dedicated fi nancial professionals, each

committed to pursuing professional excellence and providing exceptional service to their clients.

Five Star Professional identifi ed award candidates based on industry data and nominations

received from industry fi rms and individuals (self-nominations are not accepted). Only candidates

who satisfi ed 10 objective eligibility and evaluation criteria have been named Five Star Wealth

Managers or Five Star Investment Professionals. For the full lists of Five Star award winners and

an overview of the research methodology, visit fi vestarprofessional.com.

FIVE STAR WEALTH MANAGER CRITERIA

Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2019 Five

Star Wealth Managers. Eligibility Criteria – Required: 1. Credentialed as a registered investment

adviser or a registered investment adviser representative. 2. Actively employed as a credentialed

professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and

complaint history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting

new clients. Evaluation Criteria – Considered: 6. One-year client retention rate. 7. Five-year client

retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered.

9. Number of client households served. 10. Education and professional designations.

FIVE STAR INVESTMENT PROFESSIONAL CRITERIA

The investment professional award goes to estate planning attorneys, insurance agents and select others

in the financial industry. Eligibility Criteria – Required: 1.Credentialed with appropriate state or industry

licensures. 2. Actively employed as a credentialed professional in the financial services industry for a

minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients.

Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate.

7. Number of client households served. 8. Recent personal production and performance (industry specific
   criteria).9. Education and professional designations/industry and board certifications. 10. Pro Bono and
   community service work.

  
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FIVESTARPROFESSIONAL.COM #fi vestarprofessionalaward 1