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Brian J. Allsop Honored with Two Financial Industry Awards

Canton-based investment executive earns Five Star Wealth Manager, Top 100 Bank Advisor distinctions

Bank of Canton Brian J Allsop

Brian J. Allsop of B.O.C. Financial Services and Infinex Financial Group.

CANTON, Mass. (February 6, 2020) – Brian J. Allsop, investment executive with B.O.C. Financial Services (located at Bank of Canton) and Infinex Financial Group, was recently named a 2020 Five Star Wealth Manager. This year marks Allsop’s ninth consecutive year earning the Five Star designation.

The Five Star Professional award is based on ten objective criteria, including assets under management (AUM), client retention, education and professional designations. In December, Bank Investment Consultant magazine also announced that Allsop ranked among its 2019 Top 100 Bank Advisors in the U.S., based on his AUM, production, year-over-year growth, and other factors.

“It’s an honor to receive the Five Star designation and rank among the top bank advisors in the country,” said Allsop. “I truly enjoy working with my clients. I enjoy helping them identify and achieve their financial goals, and seeing the change in their demeanor when they worry less and feel more confident about their finances. Those moments are really how we measure success.”

Although his practice serves families and individuals of all ages, Allsop specializes in pre- and post-retirement income planning. He was recently certified by the Corporation for Social Security Claiming Strategies as an expert in the field.

More than 3,500 Boston-area wealth managers were considered for the Five Star Wealth Manager designation in 2020, and only 13% of the candidates received the award. For more information about Brian Allsop and the Five Star Wealth Manager selection methodology, see http://bit.ly/allsop2020.

 

About Bank of Canton

Established in 1835, Bank of Canton is a Massachusetts-chartered mutual savings bank that offers its consumer, business and government banking customers access to a full array of deposit, loan, investment and convenience service options. As a mutual savings bank, the bank has no stockholders and acts exclusively in the best interests of its customers and communities. The bank lends throughout Massachusetts, and has branches in Canton, Quincy and Randolph and a mortgage center in Auburn. All deposits are fully insured between the Federal Deposit Insurance Corporation (FDIC) and the Depositors Insurance Fund (DIF). For more information, visit www.ibankcanton.com. Member FDIC. Member DIF. Equal Housing Lender. NMLS #408169. Bank of Canton does not provide legal or tax advice; please consult your legal/tax advisor.

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Upcoming Events

  • Estate Planning Lunch & Learn in Canton

    March 12 @ 12:00 pm - 1:00 pm at Bank of Canton, Canton Center Branch

    The B.O.C. Life Solutions team will discuss how you and your family can:

    • Protect assets from nursing home costs
    • Transfer assets and pay minimal estate taxes
    • Appoint a health care proxy to assist with medical decisions
    • Avoid the uncertainty, costs, and delays of probate

    Event is free & all are welcome. Lunch will be provided to those who RSVP. Call 781-830-6152 or email Peter Fredericksen with questions.

    RSVP Today

    B.O.C. Life Solutions is a licensed subsidiary of Bank of Canton. Bank of Canton does not provide legal or tax advice; consult your legal/tax advisor. Estate planning products and services are not insured by the FDIC or DIF.


  • Savvy Social Security Planning

    March 14 @ 6:00 pm - 7:30 pm at Bank of Canton, Canton Center Branch

    Approaching retirement? Learn how to make the most of your Social Security options and benefits at this complimentary presentation. The B.O.C. Financial Services team will review different filing strategies, and provide expert tips for maintaining income in retirement. Topics include:

    • The pros & cons of filing at age 62
    • Projected earnings calculations
    • Spousal and survivor benefits

    Event is free & all are welcome. Light refreshments will be served. Call 781-830-6152 or email Peter Fredericksen with questions.

    RSVP Today

    Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. B.O.C. Financial Services is a trade name of Bank of Canton. Osaic Institutions and Bank of Canton are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


  • Virtual First-Time Homebuyer Workshop (3 Nights), March 11, 12 & 14

    March 11 @ 6:00 pm - March 14 @ 9:00 pm at Zoom Meeting

    Join Quincy Community Action Programs (QCAP) and Bank of Canton for a comprehensive home buying workshop, featuring real estate professionals, counselors and lenders offering expert guidance and advice. This three-evening workshop over Zoom qualifies as a MassHousing-approved homebuyer counseling course, and attendees of all three sessions will receive a Certificate of Completion.

    • Session 1: Monday, 3/11, 6:00pm-9:00pm
    • Session 2: Tuesday, 3/12, 6:00pm-9:00pm
    • Session 3: Thursday, 3/14, 6:00pm-9:00pm

    RSVP Today

    Bank of Canton is a proud sponsor of (and participant in) this QCAP educational series.