NEWTON RESIDENT ZVI SHTIFTER OF THE BULFINCH GROUP RECOGNIZED AS LEADERS CLUB QUALIFIER FOR 11th YEAR

The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY, is pleased to announce that Zvi Shtifter has been named as a Leaders Club member for an eleventh time. Leader’s Club is one of the highest designations annually awarded by The Guardian to advisors who demonstrate outstanding service dedication to their clients. The Bulfinch Group is a financial services firm serving individuals, families and businesses; Mr. Shtifter 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. Zvi is also a second time winner of the Five Star Wealth Manager award as published in Boston Magazine.

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

As a financial professional, Mr. Shtifter (zvishtifter@bulfinchgroup.com) has been continually recognized as a leader in his field.  He recently earned the prestigious designation of Retirement Income Certified Planning and is the only one in the firm to hold this designation, in addition to his multiple Leaders Club qualifications by Guardian.  Mr. Shtifter is also now an 11 time repeat qualifier for the Million Dollar Round Table, a designation reserved for the top financial service and life insurance professionals worldwide. He resides in Newton, Massachusetts with his wife Rosita and his children Natalie and Michael.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 300, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 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. 2014-4590. 4/2016