WAYLAND RESIDENT JIM BRICKER OF THE BULFINCH GROUP RECOGNIZED AS LEADERS CLUB QUALIFIER FOR THE 7th YEAR

The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY, is pleased to announce that Jim Bricker has been named as a Leaders Club member for a seventh time. Leaders 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. Bricker 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 Jim as a leading member of our organization,” states Bulfinch Group President Seth Medalie. “Jim brings a wealth of knowledge and experience regarding the complexities of insurance planning, wealth accumulation and protection. Being recognized for a seventh 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. Bricker (jimbricker@bulfinchgroup.com) has been continually recognized as a leader in his field.  He was the Bulfinch New Associate of the Year for 2004 and has received two other Outstanding Achievement Awards at Bulfinch, in addition to his multiple Leaders Club qualifications by Guardian. Mr. Bricker is also now a seven time repeat qualifier for the Million Dollar Round Table, a designation reserved for the top financial service and life insurance professionals worldwide. He is a graduate of M.I.T. and has an MBA from the Harvard Business School. Prior to becoming a Financial Advisor, Mr. Bricker served as president, CEO, and founder of various companies. He resides in Wayland, Massachusetts with his wife Coral. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, 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. 2014-4589. 4/2016