Below is a press release shared by the Wilmington-Tewksbury Chamber of Commerce:
WILMINGTON, MA — Five Star Professional has named Daniel Esdale, MSF, CFP®, CRPS™ of Esdale Wealth Advisors as a 2024 Five Star Wealth Manager Award Winner. The names of the award winners for the Boston area will be published in the March 2024 issue of BOSTON Magazine and Esdale’s name will also appear in the June/July 2024 issue of FORTUNE Magazine.
This is the fifth time that Esdale has been named as a Five Star Wealth Manager award recipient with accolades coming in: 2015, 2016, 2017, 2018 and 2024.
“I am both honored and humbled to have been selected for this award again for 2024,” said Esdale. “It brings me great pride to have been recognized for my devotion and commitment to our clients.”
2015 – 2018, 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Daniel Esdale is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the financial industry. He works with a wide variety of clients, including widows, families affected by divorce, young professionals, government employees (Federal, State & Local), pre-retirees, retirees, and many others.
Esdale helps clients craft their own personal comprehensive financial plan which can touch upon Retirement Planning, Education Planning, Social Security or Pension claiming decisions, Tax Management Strategies, Estate Planning, Insurance Planning, and Asset Management. He also provides custom tailored investment management solutions for those looking for fee-based investment help from a fiduciary advisor.
Daniel Esdale, MSF, CFP®, CRPS™ is a Wealth Advisor at Esdale Wealth Advisors located at 226 Lowell Street, Suite 1-A-1 Wilmington, MA 01887 and can be reached at (978) 658-5626 or Dan@EsdaleAdvisors.com.
About Esdale Wealth Advisors
Esdale Wealth Advisors, located at 226 Lowell Street, Suite 1-A-1 Wilmington, MA 01887, provides individuals and organizations with financial guidance and prides itself on crafting customized strategies for each client. For more information, please visit www.esdaleadvisors.com.
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