The Bulfinch Group Recognizes Industry Trailblazers: Four Members of Firm Earn Prestigious NAIFA 4 under 40 Designation

Bulfinchers pictured (left to right): Dimitry Neyshtadt, Financial Representative (2014 winner); Yan J. Katz, Financial Representative (2015 winner); Brian McGrath, Financial Representative (2016 winner); and Leigh McCloskey, MBA, Financial Advisor (2017 winner).

Needham, MA (September 2017) – The National Association of Insurance and Financial Advisors - Massachusetts (NAIFA MA) annually selects four Financial Professionals designated as “one of the four” top Young Advisors in Massachusetts under the age of forty. The Bulfinch Group has had a Financial Representative in this award category for each of the last four years. Bulfinch Group winners of the prestigious Four under Forty represent NAIFA Massachusetts’ most promising members under the age of 40.

The Bulfinch Group designees are: Chelsea resident Dimitry Neyshtadt; Winchester resident Yan J. Katz; Chelsea resident Brian McGrath; and this year’s winner Boston resident Leigh McCloskey, MBA. The Bulfinch Group is a financial services and wealth management firm headquartered in Needham, MA with offices throughout New England.

“We are extremely proud of The Bulfinch Group award winners being recognized by our industry for their exemplary accomplishments,” explains Bulfinch Group President, Seth Medalie. “This is truly a remarkable designation and we applaud Dimitry, Yan, Brian and Leigh,” he concluded.

NAIFA members are selected for this designation for their success as a financial professional, having built a successful practice providing exemplary service and comprehensive solutions for their clients. The annual awards ceremony is attended by young financial professionals from around Massachusetts who come to learn best practices in professional development and management.

About NAIFA Massachusetts

NAIFA was founded in 1890 as the National Association of Life Underwriters and has been representing insurance and financial advisors regardless of the products they sell or focus of their practice. NAIFA Massachusetts was chartered in 1931 as a not-for-profit association. It represents nearly 700 licensed insurance agents and financial advisors throughout Massachusetts.

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 Bulfinch Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:160 Gould Street, Suite 310 Needham, MA 02494, ph# 781.449.4402. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 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. This award is not issued or endorsed by Guardian or its subsidiaries. 2017-45764 Exp 9/18

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