News > Eaglerock Financials’ Stu Steinberg, CFP, CPA, MBA Receives Award as one of the FIVE STAR Wealth Managers in Boston area.
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and founder of Eaglerock Financial, a premier investment firm located in downtown Newburyport, is a recipient of Boston’s 2021 FIVE STAR Wealth Manager Award. Steinberg has received the FIVE STAR Award nine years in a row for his professional excellence in the industry.
The FIVE STAR Award is presented to less than 15% of the advisors in the Boston area. This year, 4,069 Boston-area wealth managers were considered for the award; 480 (12% of candidates) were honored with the distinction of a FIVE STAR Wealth Manager.[1] Five Star Professional conducts market research to identify high-performing financial leaders in the field of advisory services in order to assist consumers in selecting a financial service professional based on an objective research methodology.
Steinberg brings over 30 years of combined tax and financial advisory experience to the North Shore, helping entrepreneurs, executive professionals, retirees, and multi-generational families manage their financial goals. He specializes in holistic financial planning, investment advisory services, retirement planning, and insurance protection planning. Steinberg is also a CPA, infusing his extensive knowledge of tax law and tax planning opportunities into every client exchange.
“I’m passionate about helping clients figure out their finances, since it can be challenging to keep pace with ever-changing laws and market trends,” says Steinberg. “Our goal at Eaglerock is to help our clients create stability and independence in their financial lives so they can focus on running their business and spending time with family.”
Steinberg offers an unparalleled commitment to keeping his clients educated and well-versed on financial matters that may affect them. He uses the latest technology to provide clients with private portals for secure transactions and up-to-date financial reports, so they can stay apprised of portfolio performance, budget tracking, and goal targeting.
As a natural connector in the community, Steinberg coordinates efforts with his clients’ other advisors, including insurance agents, mortgage brokers, attorneys, and bankers to ensure multifaceted financial issues are considered within an overall financial plan.
He has lived in Newburyport for 18 years and originally hails from Swampscott, MA. He currently lives in the South End with his wife, Kristine, and two daughters. He is an active member of the community and has volunteered with many nonprofits.
About Eaglerock Financial:
Eaglerock Financial is an independent wealth planning firm with representatives who provide fee-based advisory services through LPL Financial. Eaglerock is committed to helping clients work toward their financial goals through a holistic, well-rounded approach rooted in objectivity, education, and empowerment. Eaglerock offers a full suite of quality services, including comprehensive money management, tax planning, financial and insurance advisory services, and full debt and budgeting analysis. For more information, please visit www.eaglerockwealth.net.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth Managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.
[1] https://www.fivestarprofessional.com/wmdisclosures/BOSWM21
