Gracio Garcia, AIF® of The Bulfinch Group Recognized as Among Forbes’ MA Best-in-State

The Bulfinch Group is pleased to announce that Winchester resident, Gracio Garcia, has been named a three-time Forbes’ Best-in-State Financial Security Professional Wealth Advisor by Shook Research®. This award recognizes Gracio as one of the top wealth advisors in Massachusetts, as determined by SHOOK® Research.

“We are proud to celebrate Gracio’s continued recognition as a Forbes Best-in-State Top Wealth Advisor,” said Douglas Reiss, Partner & Principal Owner of The Bulfinch Group. “This honor reflects his unwavering commitment to building meaningful relationships, delivering exceptional service, and helping clients pursue their long-term financial goals. We congratulate Gracio on this well-deserved achievement and are grateful for the positive impact he continues to make on the families and communities he serves.”

The Bulfinch Group is dedicated to helping individuals, families, and business owners build confidence in their financial future through personalized guidance and long-term relationships. By taking the time to understand each client's unique goals, values, and priorities, the firm's experienced professionals develop tailored strategies designed to help protect what matters most while creating opportunities for growth. Backed by a collaborative team of specialists, The Bulfinch Group provides thoughtful guidance across every stage of life, helping clients navigate change, make informed decisions, and pursue lasting financial success.

Gracio resides in Winchester, MA with his wife Patricia and two children. Gracio 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. Through Park Avenue Securities (PAS), the broker-dealer of Guardian Life, Gracio has access to growth strategies and investment vehicles that help clients pursue greater growth for their wealth. His access to a comprehensive suite of objective wealth management solutions help his clients meet their short- and long-term growth. Protection goals have enabled him to grow the investment business within The Bulfinch Group considerably since he joined the firm in 2001. In addition, Gracio was nominated by his peer group as the Northern Vice President of the 2019 Executive Committee of the Leaders Club, a prestigious honor and testament to the value that he adds to The Bulfinch Group and Guardian community.

The Bulfinch Group

Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. The Bulfinch Group also operates Bulfinch Business Solutions, 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 BulfinchGroup.com.

About Guardian

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2025 included $12.6 billion in capital and largest dividend of $1.7 billion in the company’s history. For more information, visit GuardianLife.com.