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Margaret Ellison Simonds Joins The Bulfinch Group as a Financial Representative
Margaret Ellison Simonds of Newton Upper Falls, MA Joins The Bulfinch Group as a Financial Representative
The Bulfinch Group is pleased to announce that Margaret Ellison Simonds has become affiliated with the firm. 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.
“We are pleased to have Margaret join our organization,” explains Bulfinch Group President, Seth Medalie. “Margaret brings a wealth of knowledge regarding the complexities of business development and wealth protection to her new post. She will be a tremendous addition to The Bulfinch Group and a remarkable asset to her clients.”
Born and raised in Dover, MA and a current resident of Newton Upper Falls, MA, Margaret is no stranger to the financial world - in fact, it’s in her blood. Margaret comes from a large family of trusted financial services professionals, with almost 200 years of combined experience building and implementing financial strategies for their clients. Her father George H. Ellison, Sr. was a General Agent with New England Life who served the life insurance industry for over 40 years. In addition, four of Margaret’s nine siblings are insurance agents and financial advisors in the greater Boston area today.
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With over 20 years of personal experience, Margaret’s passion lies in helping individuals and small business owners organize and understand their financial world, and protect their families and assets from the truly eroding factors of wealth: death; disability; lawsuits; inflation and taxes. “My goal is to help all my clients feel confident that whenever they stop working, whether by choice or by chance, their families will have enough guaranteed income to do all the things they want in life, while enjoying the highest cash flow, lowest taxes and least amount of risk. Isn’t that what everyone wants?,” asks Margaret with a smile. “I love what I do, because my clients say I help them get their financial life in balance. I joined The Bulfinch Group, because they share my holistic, protection-first approach to financial strategizing that is radically distinct from other firms in the industry. Beyond that, they offer me the resources and support my clients both expect and deserve.”
The Bulfinch Group
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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 12/31/15 on a statutory basis: Admitted Assets = $48.1 Billion; Liabilities = $42 Billion (including $37 Billion of Reserves); and Surplus = $6.1 Billion.
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of Guardian. Life insurance offered through The Bulfinch Group Insurance Agency Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group is not licensed to sell insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Guardian does not offer medical insurance products or services. 2017-37500 Exp 3/19
