JONATHAN WAGNER OF FALMOUTH, MA JOINS THE BULFINCH GROUP

The Bulfinch Group is pleased to announce that Jonathan Wagner of Falmouth, Massachusetts 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 Jon join our organization,” explains Bulfinch Group President, Seth Medalie. “Jon 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.”

Jon is an alumni of New Hampton School and a graduate of Suffolk University with a Bachelor of Science Degree in Communications. During the winter months, Jon and his family (wife, Karen; children, Emma and Jake) enjoy skiing at Saddleback Mountain, where he also coaches the ski racing program. As soon as the snow melts, Jon turns his attention towards sailing and all that the Cape and Islands have to offer.

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.


About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America and its subsidiaries are committed to protecting individuals, business owners and their employees with life insurance, disability income insurance, dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States, and protects more than six million employees and their families at 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit: www.GuardianLife.com

Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. 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. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. 2015-1841. Exp: 2/17