Robert Caputo of Acton Joins The Bulfinch Group

The Bulfinch Group is pleased to announce that Robert Caputo, MBA, has become affiliated with the firm. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth.

“We are pleased to have Bob join our organization,” explains Bulfinch Group President, Seth Medalie.” Bob brings a wealth of knowledge, regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

Bob has an extensive background in financial services, with more than 25 years at top firms. Bob earned a BA in Economics from Brandeis University and an MBA in Finance from Northeastern University.

An Acton resident for more than 17 years and graduate of B.C. High, Bob enjoys spending time with his family. Bob is also passionate about giving back to his community, spending time as an Instructor for the Citizens Schools teaching financial literacy to middle school students in underprivileged areas of Boston, serving as a Parent Representative for the Belmont Hill School, as well as fundraising for the National Brain Tumor Society.

The Bulfinch Group

Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA. The Bulfinch Group also operates Bulfinch Benefits, a division devoted to succession planning for smaller, privately held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes. The Bulfinch Group is a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. For more information, call 781-449-4402 or visit www.bulfinchgroup.com.

Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $7.3 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2015. Founded in 1860, the company has paid dividends to policyholders every year since 1868. Its offerings range from life insurance, disability income insurance, annuities, and investments to dental, vision, and 401(k) plans. The company has approximately 8,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. For more information, visit Guardian’s website: www.GuardianLife.com, Facebook page: https://www.facebook.com/GuardianLife/, and Twitter: @GuardianLife.

Financial information concerning The Guardian Life Insurance Company of America® as of 12/31/15 on a statutory basis: Admitted Assets = $48.1 Billion; Liabilities = $42 Billion (including $37 Billion of Reserves); and Surplus = $6.1 Billion

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. The Bulfinch Group and The Bulfinch Group Insurance Agency, LLC are not affiliates or subsidiaries of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC., an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. PAS is a member of FINRA, SIPC. 2016-32144 Exp 12/18