Leigh McCloskey of The Bulfinch Group Recognized as an Executive Club Qualifier for the First Time

The Bulfinch Group is pleased to announce that Needham resident, Leigh McCloskey, perennial Million Dollar Round Table (MDRT) qualifier and five-time Five Star Wealth Manager recipient, has been named an Executive Club qualifier by The Guardian Life Insurance Company of America® (Guardian). Executive Club is one of Guardian’s highest annual honors, awarded to the top 3% of financial professionals who exemplify outstanding service and client dedication.

“We are proud to congratulate Leigh on earning recognition as a 6-time Leaders Club qualifier, now an Executive Club qualifier, a distinction that reflects his unwavering commitment to exceptional client service,” says Douglas Reiss, Partner of The Bulfinch Group. “His inclusion in the Guardian Executive Club further underscores the meaningful value he brings to his client base, through thoughtful guidance, proactive financial advice, and a consistent focus on helping clients pursue and achieve their long-term financial goals, while also strengthening the overall excellence of our firm.”

The Bulfinch Group is committed to providing the highest level of service and expertise, as well as continuing to make a positive and lasting impact in the communities we serve. With a client-centric focus, The Bulfinch Group works to safeguard wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax planning, provide protection, and build and grow wealth to reach each client’s unique goals.

Leigh resides in Needham, MA with his wife Allison and two young children. Leigh works with clients to establish strong financial foundations, implement wealth accumulation strategies, and create retirement income and legacy plans. Through a comprehensive planning method which coordinates all aspects of a client's personal economy, client gain awareness, clarity, and confidence with their finances. Prior to joining The Bulfinch Group, Leigh graduated from Franklin & Marshall College in Lancaster, PA before going on to help manage his family’s small business in Haverhill, MA while he completed Boston University’s evening MBA program. Leigh is also an active member of Big Brothers Big Sisters of Mass Bay and most recently joined the Board of the Needham Community Council. Leigh is an active instructor at the Needham Community Education program, teaching young families about financial literacy and financial planning.

The Bulfinch Group

Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. 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 BulfinchGroup.com.

About Guardian

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2025 included $12.6 billion in capital and largest dividend of $1.7 billion in the company’s history. For more information, visit GuardianLife.com.