Milford Resident Named Five Star Wealth Manager

From Barnum financial Group: Scott Panza, an investment advisor representative with the Barnum Financial Group, has been named a Five Star Wealth Manager in a recent survey of consumers by the Five Star organization that was published this year in Connecticut Magazine. Five Star wealth managers are a select group, representing less than seven percent of the licensed wealth managers in the Connecticut area, according to the survey organization.

“The most gratifying result of the survey for me is that so many of the clients I serve feel that they are getting the kind of guidance they need as they plan for a financially secure retirement,” said Mr. Panza, who has been named by Five Star for three consecutive years.

To be considered for the FIVE STAR Program, each client respondent is asked to evaluate only wealth managers whom they have worked with and know through personal experience. Respondents evaluate wealth managers on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post-sale service, quality of recommendations, and overall satisfaction.

Scott, a Milford resident, has been serving clients in the financial services industry since 2009. He is a graduate of Sacred Heart University with a B.A. finance and economics. He holds Series 7, 6, 63, and 65 securities registrations, and is Life and Health Insurance licensed in Connecticut.

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