Professional Recognitions

• Women's Business Boston:  Janet Tighe named one of Top 10 Investment Advisors in Boston (2007, 2008, 2009)
  
  
• Barron's:  One of the Top 100 Independent Advisory Firms in the United States (2007, 2008)
  
  
• Wealth Manager magazine:  One of the nation's "Top Dogs" (2006, 2007, 2008, 2009)
  
  
• Bloomberg Markets magazine:  One of the nation's Top Wealth Management Firms (2004, 2005, 2006)
  
  
• Financial Advisor magazine:  Inaugural list of leading firms (2006, 2009)
  
  
• Boston Business Journal:  One of Boston's leading Independent Investment Advisers (2007, 2008, 2009)
  
  
• The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 58,000 professionals holding Certified Financial Planner certification in the U.S., has elected Robert Glovsky as chair-elect effective January 1, 2009
  
  
• Worth magazine:  Top Wealth Advisors
  - Cary Geller (1994, 1995, 1996, 1997, 1998, 1999, 2001, 2002, 2008)
  - Robert Glovsky (eight consecutive times)
  
  
• Consumer Reports:  Robert Glovsky chosen as the expert reviewing and evaluating 11 different financial plans (2006)
  
  
• J.K. Lasser's "New Rules for Estate and Tax Planning":  Cary Geller and Robert Glovsky listed on the "Top Professional Advisors" list (2005, 2006)
  
  
• Mutual Fund magazine:  Robert Glovsky listed as one of the "Nation's Top 100 Financial Planners"