The Bulfinch Group is pleased to announce that eight associates have been named Five Star Wealth Managers and are featured in the February 2014 edition of Boston Magazine. John Balzer, Richard Belofsky, Gracio Garcia, Amy Lampert, Kevin Schneider, Zvi Shtifter, Ari Stonehill and Barry Zimmerman have earned the designation of Five Star Wealth Manager, 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 and Barry have all earned the designation of Five Star Wealth Manager,” 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.”
