Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’ Choice Awards for Best Life/Business Coach in the Financial Planning Category for the fifth year in a row!
"At TrinityPoint Wealth, we are fiduciaries, first and foremost. Our solutions are customized based on the needs of each individual or client. We advise on retirement, investments, stock options, estate planning, social security planning, charitable giving, tax strategy, insurance and more. We work with individuals, families, and institutions, and we design and craft retirement plans for small business owners and companies and offer a unique, personalized experience and an opportunity to connect with a financial partner on a deeper, more meaningful level."
Keep reading the December issue of Natural Nutmeg here.
Natural Nutmeg Magazine’s selection methodology was conducted through public sources, including subscribers who nominated candidates to various categories based on no other specific criteria other than personal experience. Full lists of nominees were then voted on by subscribers, again based on no other specific criteria. Rankings are solely based on the number of votes received. The Natural Nutmeg Magazine’s 10 BEST award recognition should not be construed by a client or a prospective client as a guarantee that he/she will experience a certain level of results if TrinityPoint Wealth or any of its Investment Advisor Representatives are engaged; nor should it be construed as a current or past endorsement of TrinityPoint Wealth by any of its clients. Investment performance is not a criterion for the recognition and the recognition is not indicative of TrinityPoint Wealth’s future performance. TrinityPoint Wealth, nor any representatives of TrinityPoint Wealth, paid a fee to participate in this survey or for the recognition. The inclusion of a 10BEST award on the Natural Nutmeg Magazine’s list should not be construed as an endorsement of the Investment Advisory Representative by Natural Nutmeg Magazine. The award does not evaluate the quality of service provided and the Investment Advisor Representative may have had unfavorable ratings. Working with a 10 BEST award winner or any Investment Advisor Representative is no guarantee as to future investment success.
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