Two Bowler advisers receive award
Published 9:55 am, Wednesday, September 25, 2013
Bert T. Bowler, private wealth adviser, and John R. Planell, financial adviser, both of B.T. Bowler & Associates, a New Canaan-based financial advisory firm of Ameriprise Financial Services Inc., were selected for the 2013 Five Star Wealth Manager award in Connecticut.
Planell was also selected for the fourth consecutive year as a recipient of the 2013 Five Star Wealth Manager award in Westchester County.
Bowler, founder and owner of B.T. Bowler & Associates, said," It is an honor to be selected for this award among such an esteemed peer group throughout Connecticut. As tenured professionals, John and I take pride in this professional recognition. It serves as objective validation and testament to the comprehensive financial planning services we strive to provide to our clients."
A small percentage of wealth managers were named a 2013 Five Star Wealth Manager. Nationally, only 4 to 7 percent of all wealth managers are selected for the award, which identifies wealth managers "who deliver quality services to their clients," according to Five Star Professional, the Minneapolis firm who conducts the program.
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B.T. Bowler & Associates, 199 Elm St., has been working with clients for more than 19 years to help protect their assets and preserve their income. As a comprehensive financial advisory practice, the team works collaboratively with clients to examine their entire financial state including asset allocation, insurance, estate and tax planning issues, and then creates and implements a plan fitting their unique needs and goals, and modifies the plan to adapt to change and remain on course.