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NSB's and Baystate Financial's Janice Berner Receives Boston's 2018 Five Star Wealth Manager Award

29  January 2018
NSB's and Baystate Financial's Janice Berner Receives 2018 5-Star Wealth Manager Award

Janice Berner
Financial Advisor

BOSTON, MA – January 3, 2018 –Janice Berner, a Financial Advisor at North Shore Bank, and an advisor for Baystate Financial, one of the region’s largest financial services firms, received Boston's 2018 FIVE STAR Wealth Manager Award.  This marks the second consecutive year she has received this prestigious honor. The FIVE STAR Award is presented to less than 5% of the advisors in the Boston area. This will be announced in the February issue of Boston Magazine. The selection process is based on a survey administered to more than 3,000 registered financial services professionals and local financial services companies.  Recipients of the survey were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award, and those who satisfied objective eligibility and evaluation criteria were named 2018 Five Star Wealth Managers.*

Ms. Janice Berner, a 20-year financial services veteran, has extensive experience in strategic planning, small business management, finance and operations. In addition to her experience serving clients as a financial advisor, Ms. Berner has held senior finance positions at Fidelity Investments, at a Big Four accounting firm, and in private industry.

She has an unwavering commitment to her clients and to their sustainable success.  At Baystate, she continues to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.

“I’m thrilled to be recognized as a financial advisor of choice throughout New England. I’ve met so many people who are unnecessarily frustrated and anxious when it comes to their financial choices. I’m honored to provide them with the tools and knowledge they need to relax and enjoy their future,” said Ms. Berner.

“It’s wonderful that Janice has been recognized for her tremendous commitment to people who need help planning their financial futures. She has a knack for designing financial plans that meet the individual needs of her clients as well as explaining them clearly so her clients feel engaged and empowered in their financial lives,” said Dave Porter, Managing Partner at Baystate Financial.

About Baystate Financial
Baystate Financial is one of New England’s oldest and largest financial services firms, with offices throughout the Northeast. For more than a century, Baystate has provided a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. Baystate Financial is committed to each client’s individual financial success. For additional information, please visit  

About North Shore Bank
North Shore Bank is a full-service community bank based in Peabody, Massachusetts and serving the personal and business banking needs of the North Shore, eastern Massachusetts and southern New Hampshire. Established in 1888, the bank operates out of twelve area offices, located in Beverly, Danvers, Merrimac, Middleton, Peabody, Salem, Saugus and Newton, New Hampshire.

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC . Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC ., or its affiliated companies. NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE.Supervisory office: 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116, 617-585-4500     CRN201807-214521

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