Boris Lokshin of The Bulfinch Group Recognized as Leaders Club Qualifier for 17th Year

The Bulfinch Group is pleased to announce that Boris Lokshin has been named as a Leaders Club member for the 17th time. Leaders Club is one of the highest designations annually awarded by The Guardian to advisors who demonstrate outstanding service dedication to their clients. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth. Mr. Lokshin works with clients on a wide range of issues including financial protection and wealth accumulation strategies, using a comprehensive planning method which coordinates all aspects of their personal economies.

“We are pleased to have Boris as a leading member of our organization,” states Bulfinch Group President Seth Medalie. “Boris brings a wealth of knowledge and experience regarding the complexities of insurance planning, wealth accumulation and protection. Being recognized for the 17th time as a Leaders Club qualifier further proves what a remarkable asset he is to both our firm and to his clients.”

As a financial professional, Mr. Lokshin has been continually recognized as a leader in his field. Boris has qualified numerous times for membership in the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Further, Boris has qualified for the elite MDRT groups: “Court of the Table;” and “Top of the Table,” of which less than one percent of financial professionals belong to.

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.

The Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers, with $7.3 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2015. 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 8,000 employees and a network of over 2,750 financial representatives in 57 agencies nationwide. For more information about Guardian, please 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.

Boris is a Registered Representative of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 300, Needham, MA 02494. Securities products and services offered through PAS, 781-449-4402. Financial Representative, The Guardian life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. PAS is a member FINRA, SIPC. 2017-41412. Exp 5/19