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PROFESSIONAL PROFILE

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Stephen J. Farrar, MST, CPA, PFS, CFP

Managing Member
Farrar Gates & Green, LLC
153 Andover St Ste 108A
Danvers, MA 01923
Office: 978-605-5030
steve@farrargatesgreen.com
www.farrargatesgreen.com

Professional Approach

Certified Public Accountant with nearly 38 years of experience in the business.  Also a Certified Financial Planner for over 25 years.  Extensive experience in guiding business and personal clients with personalized service.  

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 16 Boston-area investment professionals with the Five Star Investment Professional award.