Local Voices
ARLINGTON RESIDENT RICHARD BELOFSKY OF THE BULFINCH GROUP RECOGNIZED AS LEADERS CLUB QUALIFIER FOR 7th YEAR
The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY, is pleased to announce that Richard Belofsky has been named as a Leaders Club member for the seventh time. Leader’s Club is one of the highest designations annually awarded by The Guardian to advisors who demonstrate outstanding service dedication to their clients. The Bulfinch Group is a financial services firm serving individuals, families and businesses; Mr. Belofsky works with clients on a wide range of issues including financial protection and wealth accumulation strategies, using a comprehensive planning method which coordinates all aspects of their personal economies. Richard is also a four time winner of the Five Star Wealth Manager award as published in Boston Magazine.
“We are pleased to have Richard as a leading member of our organization,” states Bulfinch Group President Seth Medalie. “Richard brings a wealth of knowledge and experience regarding the complexities of insurance planning, wealth accumulation and protection. Being recognized for the seventh time as a Leaders Club qualifier further proves what a remarkable asset he is to both our agency and to his clients.”
As a financial professional, Mr. Belofsky (richardbelofsky@bulfinchgroup.com) has been continually recognized as a leader in his field. He is a member of the Boston Estate Planning Council and has 29 years of experience as a financial specialist, in addition to his multiple Leaders Club qualifications by Guardian. Mr. Belofsky is also now a Life and 25 year qualifying member of the Million Dollar Round Table, a designation reserved for the top financial service and life insurance professionals worldwide. He resides in Arlington, Massachusetts with his wife Mary Beth and their three daughters.
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Richard is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 300, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative, The Guardian life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, inc. is not licensed to sell insurance. PAS is a member FINRA, SIPC. 2014-4588. 4/2016