The Bulfinch Group in Boston Magazine

Back row: Seven-year winner Kevin Schneider, CLU®; Four-year winner Ari Stonehill; Seven-year winner Gary Peters, CLU®, ChFC®; 2018 winner Derek Mazzarella; Five-year winner John Balzer, J.D., CLTC; Seven-year winner Gracio Garcia, AIF®

Front row: Three-year Five Star Investment Professional award winners Lee Adelson, LUTCF®, CLTC, and Yan J. Katz;; Five-year Five Star Investment Professional award winner Peter Magni, LUTCF®; Six-year winner Zvi Shtifter, CLTC, RICP®; Five-year winner Barry Zimmerman; Six-year winner Amy Lampert; Seven-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 Investment Professionals and are featured in the February 2018 edition of Boston Magazine. Ari Stonehill, Gary Peters, John Balzer, Gracio Garcia, Kevin Schneider, Peter Magni, Derek Mazzarella, Zvi Shtifter, Barry Zimmerman, Amy Lampert and Richard Belofsky have earned the designation of Five Star Wealth Manager, and Yan Katz and Lee Adelson, have earned the designation of Five Star Investment Professional, annually given to financial managers who are identified through research conducted with peers and firms. 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 Ari, Gary, John, Gracio, Kevin, Peter, Derek, Zvi, Barry, Amy and Richard have all earned the designation of Five Star Wealth Manager as well as Yan and Lee earning the designation of Five Star Investment 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.

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 9,000 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.

*Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries.