Awards

While awards are hardly our primary goal, we are proud to have received some impressive local accolades and national honors in recent years.  We view these as an endorsement of the high volume of meticulous good work we’re blessed to have done on behalf of our many clients, and are proud of the national role model we have become to other advisors in the wealth management arena.  

Senior Financial Awards

Here are the most recent awards and recognitions we are proud to have received:

Since 2002, Thom has been an approved member of The Million Dollar Round Table (MDRT). MDRT is recognized internationally as the Premier Association of Financial Professionals®. An independent association of more than 27,000 of the world’s leading life insurance and financial services professionals from 70 nations, MDRT members demonstrate exceptional product knowledge, outstanding client service, and strict ethical conduct. Additionally, Thom is designated as a member of MDRT’s prestigious Top of the Table, an exclusive forum for select MDRT members who are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. 2012 was Thom's 10th year of Top the the Table designation.

In 2011, Thom was named a top five national finalist of Senior Market Advisor’sAdvisor of the Year” award. This is a prestigious industry honor for advisors serving the retiree and pre-retiree market. The award recognizes those who are successful, trustworthy, committed, ethical, community-focused, and most importantly, live by the motto of always putting the client first. Since his selection was announced, Thom has also become a contributing columnist for the magazine, authoring a monthly practice management column for their national readership and the many financial and insurance advisors who subscribe to the magazine.

“The first rule of investing is to never lose money. The second rule is not to forget rule number one.”
   - Warren Buffett

Most recently, Thom and the SFR team were awarded the 2011 Business Excellence Award in Professional Services by the New Hampshire Business Review (NHBR). This category includes not only brokerage firms and insurance agencies, but law firms, financial advisory firms and accounting practices as well, and is considered the highest statewide honor that any NH professional can attain.

The entire staff of Senior Financial Resources is extremely proud to have been awarded the 2010 “Torch Award for Marketplace Ethics” in the small business category by the New Hampshire Better Business BureauThis statewide award recognizes one small business each year that exceeds all others in their exceptionally high standards of ethical business practices.

Rather than endure risk to achieve yields, Leon Simoneau shows his clients how to earn modest yields in the 3 percent to 9 percent range during rising markets – without forfeiting those interest credits during a market decline. Leon does this so effectively, in fact, that his production ranked him in the Top 5 percent of advisors nationally in 2012.

In 2010, Sherry Simoneau distinguished herself among the truly elite in the area of long-term care planning, by completing the Master’s CLTC course and receiving her Master CLTC designation. This distinguishes her amongst all financial professionals: one with decades of experience, yet one whose education and knowledge of state-of-the-art solutions are both exhaustive and current.