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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

  • Savvy Social Security Planning, February 27

    February 27 @ 6:00 pm - 7:30 pm at Bank of Canton, Main Office Branch

    Join B.O.C. Financial Services for Savvy Social Security Planning, a presentation on maximizing your Social Security benefits and retirement income. Topics include:

    • Will Social Security still exist when I retire? Will it be enough to live on?
    • Should I file for Social Security benefits at 62, or wait until later?
    • What would my spousal and survivor benefits be?

    Admission is free, and event is open to the public. 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 INFINEX INVESTMENTS, INC. Member FINRA/SIPC. B.O.C. Financial Services is a trade name of Bank of Canton. Infinex is not affiliated with the bank. Products and services made available through Infinex 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.


  • Free Estate Planning Lunch & Learn in Canton, March 10

    March 10 @ 12:00 pm - 1:00 pm at Bank of Canton Corporate Headquarters

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

    • Protect your assets from nursing home costs
    • Appoint a Health Care Proxy to assist with medical decisions
    • Pay minimal estate taxes
    • Avoid the uncertainty, costs, and delays of probate

    Event is open to the public, and 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.


  • Free Estate Planning Lunch & Learn in Quincy, March 11

    March 11 @ 12:00 pm - 1:00 pm at Bank of Canton, Quincy Branch

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

    • Protect your assets from nursing home costs
    • Appoint a Health Care Proxy to assist with medical decisions
    • Pay minimal estate taxes
    • Avoid the uncertainty, costs, and delays of probate

    Event is open to the public, and 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.