Boston Resident Leigh McCloskey, Financial Advisor with The Bulfinch Group is Honored by NAIFA, MA

Bulfinchers pictured (left to right): Kevin Schneider, CLU®, Executive Vice President, Partner; Leigh McCloskey, MBA, Financial Advisor; Thomas Harmon, CLU®, ChFC, Senior Vice President, Partner; and Seth Medalie, CLU®, ChFC, President.

The National Association of Insurance and Financial Advisors - Massachusetts (NAIFA MA) has recognized Financial Advisor Leigh McCloskey of The Bulfinch Group, as one of the four top Young Advisors in Massachusetts under the age of forty.

“We are extremely proud of Leigh for being recognized for his exemplary accomplishments,” explains Bulfinch Group President, Seth Medalie. ”Leigh is the fourth Bulfinch associate in the past four years to be recognized by NAIFA as a top advisor under the age of forty. This is truly a remarkable designation and we applaud all our Bulfinchers who have been so recognized by NAIFA,” he concluded. The Bulfinch Group is a financial services and wealth management firm headquartered in Needham, MA with offices throughout New England.

Leigh is a member of NAIFA MA. He was selected for this designation for his success as a financial advisor, having built a successful practice providing exemplary service and comprehensive solutions for his clients. The recent awards ceremony was attended by numerous young financial professionals from around Massachusetts who learned of best practices in practice development and management. This was the fourth annual event hosted by NAIFA Massachusetts.

About NAIFA Massachusetts

NAIFA was founded in 1890 as the National Association of Life Underwriters and has been representing insurance and financial advisors regardless of the products they sell or focus of their practice. NAIFA Massachusetts was chartered in 1931 as a not-for-profit association. It represents nearly 700 licensed insurance agents and financial advisors throughout Massachusetts.

About 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 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 www.bulfinchgroup.com.

The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:160 Gould Street, Suite 310 Needham, MA 02494, ph# 781.449.4402. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 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. This award is not issued or endorsed by Guardian or its subsidiaries. 2017-45242 Exp 8/19