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BOSTON MAGAZINE -
"2010 FIVE STAR WEALTH MANAGER - 
BEST IN CLIENT SATISFACTION" (FEBRUARY 2010)*                                          
Raymond P.Jacques, CFP® is proud to announce that he has been named a 2010 Boston magazine FIVE STAR Wealth Manager - Best in Client Satisfaction.
 
Boston magazine contracted with an independent market research company, Crescendo Business Services, to administer a rigorous research process to identify a select group of wealth managers who are exceptional in both their ability and commitment to overall client satisfaction.  Wealth managers are individuals who help prepare and/or implement aspects of their client's financial plan.  Common examples of wealth managers are financial planners, investment advisors, estate attorneys, accountants etc.  More than 100,000 high net worth consumers and 10,000 financial services professionals were asked to evaluate wealth managers in the Boston community.  On the surveys, recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon 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.  Only wealth managers with five years of experience in the financial services industry were considered.  Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.  The final list was reviewed by a blue ribbon panel of local financial services industry professionals.  Fewer than seven percent of the wealth managers in the Boston area were selected.
 

The 2010 list of FIVE STAR Wealth Managers will be shared with the Boston community in the February issue of Boston magazine.  Raymond's name and contact information will appear in a special promotional section of this issue, which will be seen by more than 553,000 readers


 
*Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf
 

 

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.

 
 

Ray Jacques returns for hockey talk

Wednesday, February 08, 2006 - Bangor Daily News - Former University of Maine hockey captain Ray Jacques is returning to the airwaves.

Jacques had served as a weekly hockey analyst on the Eddie Andelman Show on WWZN 1500 AM in Boston for three years and will re-surface weekly with Andelman on a Boston FM talk station, 96.9, beginning next month.

The WWZN gig ended last October.

Andelman spent several years on WEEI AM in Boston, one of the nation's top sports talk radio stations.

"I love it. I really do. I have so much fun with it. It's a good release, too," said Jacques, who founded and runs the New England Schooner financial planning firm in Peabody, Mass.

"I love the game and this gives me the opportunity to bring more attention to it. I talk a lot about the college game: the speed of it, the work ethic, the heart. They leave everything out on the ice.

"The pro game is more measured," he added.

Jacques talked a lot about the NHL on the previous show, also. Renowned hockey writer Stan Fischler was on the show and Jacques said he spent a lot of time "defending the Bruins" on the air.

"Stan never liked the Bruins," explained Jacques, who added Andelman had issues with them, also.

He has never forgotten his roots and routinely plugs his alma mater.

"I talk a lot about Maine. I was covering the Hockey East Tournament last year and was doing some off-the-wall stuff. I was interviewing a BC student with my Maine sweater on. He was giving me crap about it," quipped Jacques.

Although he considers his radio gig a hobby, Jacques said he has to do his hockey homework because the callers are knowledgeable.

"I've got to know who's starting in goal for Phoenix [in case they get a call inquiring about it]," said Jacques. He has had the opportunity to co-host with such hockey notables as Ray Bourque, Bob Sweeney, Mike Eruzione and Bruins broadcaster and former Black Bear Bob Beers.

Jacques played at Maine from 1981-82 through the 84-85 seasons.

A speedy winger with a scoring touch, Jacques said "everything I've learned I've learned from being involved in sports," and he credits the late Shawn Walsh with teaching him valuable life lessons even though he had just one year with Walsh.

"He touched my life," said Jacques. "He told me you have to work hard but you also have to work smart. He said you not only need work on the areas you're good in, it's important to get strong in the areas in which you're weak." He said although Walsh had his share of enemies in the Boston area, he was also highly respected, as is current coach Tim Whitehead.

Jacques has built his firm into a multi-million dollar conglomerate.

"I love what I do. People depend on me for their livelihoods," said Jacques. "But I'm not married to the business. I spend a lot of time with my family. And the hockey thing is important to me. I may get into scouting."

In addition to his radio gig, Jacques has also served as the director of the Junior River Hawks youth hockey association for youngsters ages 7-14 and he coaches his 11-year-old son Ray Jr.'s team.

Jacques, who met Andelman at a charity event in 2001, attends several Maine games each season and epitomizes how important the alums' support has been to the continued success of the hockey program.