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The Bulfinch Group Announces Wellesley Financial Group Merger Into Firm
Wellesley Financial Group Associates to Become Part of The Bulfinch Group, Effective January 1, 2016
The Bulfinch Group (www.bulfinchgroup.com), a Needham MA headquartered financial services and investment firm with offices throughout New England, has announced that effective January 1, 2016 the Wellesley Financial Group will merge into the firm. Associates who were formerly affiliated with Wellesley Financial Group will now operate their practices through The Bulfinch Group. The merger accelerates the growth of the organization and continues to strengthen the core services of the firm. Most importantly the merger will continue to offer clients an extensive array of world class services to build and preserve wealth.
The Bulfinch Group is located at 160 Gould Street, Suite 310, Needham, MA 02494 and can be reached at (781) 449-4402. The merger will bring The Bulfinch Group associate count to well over one hundred sixty strong throughout Massachusetts and New England.
Seth Medalie, CLU®, ChFC®, and president and founder of The Bulfinch Group further elaborates, “The addition of the Wellesley Financial Group team is an invaluable asset to The Bulfinch Group in terms of service and expertise. The breadth and depth of The Bulfinch Group’s services has been further enhanced through the addition of these talented and dedicated financial services professionals. Clients of both firms will benefit from the combined resources created through the merger.”
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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.
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About Guardian
The Guardian Life Insurance Company of America (Guardian), is one of the nation’s largest mutual life insurers, with $6.8 billion in capital and $1.3 billion in operating income (before taxes and dividends to policyholders) in 2014. 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 for individuals to workplace benefits, such as dental, vision, and 401(k) plans for businesses. The company has approximately 6,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. For more information about Guardian, please visit: www.GuardianLife.com.
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 does not offer health insurance products or services.
Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. The total dividend calculation includes mortality experience and expense management as well as investment results.
Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2014 on a statutory basis: Admitted Assets = $45.3 Billion; Liabilities = $39.6 Billion (including $34.9 Billion of Reserves); and Surplus = $5.7 Billion.
2015-14400. Exp 11/17
