Newton Resident Zvi Shtifter Named Five Star Wealth Manager

The Bulfinch Group is pleased to announce that Zvi Shtifter, RICP®, CLTC, of Newton, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is 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. Zvi is a six-time Five Star Wealth Manager designee.

“The Bulfinch Group is proud to announce that Zvi has earned the prestigious designation of Five Star Wealth Manager,” states Seth Medalie, CLU®, President of The Bulfinch Group. "Five Star Wealth Managers are named for their exceptional client service and knowledge in the financial services arena -- we are proud to have Zvi as part of The Bulfinch Group team,” he continued.

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 Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $7.4 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2016. 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 9,000 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide. For more information about Guardian, please visit our website www.GuardianLife.com. You can also 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.

*Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of Guardian. 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. This award is not issued or endorsed by Guardian or its subsidiaries.2018-52705 Exp 1/20