John W. Nadworny, CFP® has been selected as a FIVE STAR™ Wealth Manager for 2012. John is a principal of Special Needs Financial Planning, a division of Shepherd Financial Partners. His selection was announced in the February 2012 issue of Boston Magazine. John has provided financial planning services, investment management services and insurance to individuals and corporations since 1986. He is the coauthor, with Cynthia R. Haddad, of "The Special Needs Planning Guide", (Brookes Publishing, 2007).
An independent firm surveyed more than 149, 000 high-net-worth households, along with 17,200 financial services professionals in the Boston area and subscribers of Boston Magazine. Managers were evaluated on customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. The list of 2012 FIVE STAR Wealth Managers represents less than 3 percent of the wealth managers in the Boston area. Please click here for complete award details.
Special Needs Financial Planning, a division of Shepherd Financial Partners located in Winchester, MA, strives to provide comprehensive financial planning services to both individuals and families in the special needs planning community and in the traditional planning community. Their independence allows them to provide un-biased expertise to families seeking to create a vision of a meaningful life for their family member. John W. Nadworny and partner Cynthia R. Haddad's personal experiences with having a family member with special needs provide them with a unique insight in their planning. Please visit www.specialneedsplanning.com or call 781-756-1804 for more information. Securities offered through LPL Financial, Member FINRA/SIPC.