Joseph Herter of Ashland, MA Joins The Bulfinch Group as a Financial Representative.

The Bulfinch Group is pleased to announce that Joseph Herter 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 Joe join our organization,” explains Bulfinch Group President, Seth Medalie. “Joe brings a wealth of knowledge regarding the complexities of business development and wealth protection to his new post with his 20+ years in the 401(K) market, serving in senior client-servicing relationship roles. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

An Ashland resident for nearly 20 years, Joe can be seen coaching the Pop Warner and Youth Baseball and Softball teams of his 2 children. In his spare time, Joe enjoys golf and fishing. Joe received his BS from Southern Connecticut State University, and played varsity football and served as an assistant football coach.

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 Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $7.4 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2016. 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 and vision insurance and employee benefits. The company has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide. For more information about Guardian, please visit our website www.GuardianLife.com. You can also follow Guardian on Facebook, LinkedIn, Twitter and YouTube.

Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2016, on a statutory basis: Admitted Assets = $51.9 Billion; Liabilities = $45.7 Billion (including $39.4 Billion of Reserves); and Surplus = $6.2 Billion.

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of Guardian. Life insurance offered through The Bulfinch Group Insurance Agency Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group is not licensed to sell insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Guardian does not offer medical insurance products or services. 2017-44124. Exp 7/19