Megan E. Carroll, J.D.* of Wellesley, MA Joins The Bulfinch Group as a Financial Specialist / Client Relations

The Bulfinch Group is pleased to announce that Megan Carroll 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 Megan join our organization,” explains Bulfinch Group President, Seth Medalie. “Megan 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.”

A graduate of Boston College, earning both her B.A. and J.D., Megan has served on numerous arts and civic boards in Boston, including the Boston Ballet Board of Overseers, the Young Leaders of the American Ireland Fund, and she is a founding life member of the Board of Governors of the Boston College Club. A Wellesley resident, she enjoys competitive ballroom dancing, flying single engine airplanes, speaking French, and spending time with her two college-aged children.

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 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.

About 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 8,800 employees and a network of over 2,750 financial representatives in 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. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. 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.

Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. 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. The Bulfinch Group, LLC is not an affiliate or subsidiary of Guardian. * Not practicing law for Guardian or any subsidiaries or affiliates thereof. 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. 2017-43208 Exp 7/19