Roy Popkin Wins the 2012 Five Star Wealth Manager Award

Palian Financial Services, LLC, an independent financial advisory firm, is proud to announce that Roy S.Popkin, CRC and Senior Financial Advisor, has been named a top wealth manager in the prestigious 2012 Five Star Wealth Manager Awards. 

Results will be published in the February 2012 edition of NJ Monthly. The Five Star Professional research team surveyed participants to rate wealth managers in a total of 10 areas.

“It’s very rewarding to receive such a prestigious award,” says Popkin. “My goal has always been to give exceptional personalized service.  I believe the quality of my practice, not size, has defined my success in this business."

Popkin has been serving investors since 1983.  His areas of practice include, but are not limited to, asset management, alternative investments, estate planning and retirement planning, and income strategies.

Palian Financial Services, LLC, is an independent financial advisory firm based in East Brunswick. Its broker/dealer is Cadaret Grant & Co., Inc. one of the largest privately owned independent broker/dealers in the country, servicing almost 900 financial advisors in branch offices nationwide. Cadaret, Grant is owned and managed by four senior officers located in Syracuse, New York, and Mount Arlington. The officers, in conjunction with senior management and more than 120 employees are today’s Cadaret, Grant.

Its clearing firm is Pershing, LLC, a Bank of New York, Mellon subsidiary and a member of FINRA/SIPC.  Palian, with advisors such as Popkin, has client relationships dating back to 1983. here are no proprietary products, nor are there any sales quotas to achieve.  To reach Roy Popkin at Palian Financial Services, LLC directly, please call 732-543-8048 or email Popkin at rpopkin@ae.cadaretgrant.com.

Five Star Professional Disclosures:

• • The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or

the final list of Five Star Wealth Managers.

• • The Five Star award is not indicative of the wealth managers’ future performance.
• • Wealth managers may or may not use discretion in their practice and therefore may not

manage their clients’ assets.

• • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be

construed as an endorsement of the wealth manager by Five Star Professional or the

magazine.

• • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to

future investment success nor is there any guarantee that the selected wealth managers

will be awarded this accomplishment by Five Star Professional in the future.

• • Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice.
• • For more information on the Five Star award and the research/selection methodology, go to: www.fivestarprofessional.com.

“Securities offered through Cadaret Grant & Co., Inc., member FINRA/SIPC”