12 Associates of The Bulfinch Group Recognized As Five Star Professionals

Left to right: Back row: Two-year winner Darren Violette, ChFC®, CLU®, RICP®; three-year winner John Balzer, J.D., CLTC; five-year winner Gracio Garcia; five-year winner Gary Peters, CLU®, ChFC®; three-year winner Ari Stonehill; 2016 Five Star Financial Services Professional award winners Lee Adelson, LUTCF®, CLTC, and Yan J. Katz. Front row: Four-year winner Zvi Shtifter; four-year winner Amy Lampert; five-year winner Kevin Schneider, CLU®; three-year winner Barry Zimmerman; five-year winner Richard Belofsky, CLU®, ChFC®, CFP®

The Bulfinch Group is pleased to announce that many associates have been named Five Star Wealth Managers and Financial Services Professionals and are featured in the February 2016 edition of Boston Magazine. John Balzer, Richard Belofsky, Gracio Garcia, Amy Lampert, Kevin Schneider, Zvi Shtifter, Ari Stonehill, Darren Violette, Barry Zimmerman and Gary Peters have earned the designation of Five Star Wealth Manager, and Yan Katz and Lee Adelson, have earned the designation of Five Star Financial Services Professional, annually given to financial managers who are identified through research conducted with peers and firms. The program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.

“The Bulfinch Group is proud to announce that John, Richard, Gracio, Amy, Kevin, Zvi, Ari, Darren, Barry and Gary have all earned the designation of Five Star Wealth Manager as well as Yan and Lee earning the designation of Five Star Financial Services Professional” states Seth Medalie, CLU®, President of The Bulfinch Group, “Their exceptional client service skills and experience in the financial services industry has made them invaluable members of The Bulfinch Group team.”

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.

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.

Registered Representatives and Financial Advisors 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 Representatives, 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. Five Star Financial Services Professional award is not issued or endorsed by Guardian or its subsidiaries. 2016-18272 Exp 2/18