DONALD GOTTFRIED OF THE BULFINCH GROUP EARNS CHARTERED LIFE UNDERWRITER DESIGNATION

The Bulfinch Group is pleased to announce that Donald Gottfried, Financial Representative, has earned the Chartered Life Underwriter (CLU®) professional designation from The American College, Bryn Mawr, PA. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services and wealth management firm helping individuals, families and businesses build and preserve wealth.

For 87 years, the CLU® has been the respected risk management credential for financial advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation.

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. 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, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice.

PAS is a member FINRA, SIPC. 2014-11689. exp 9/16