Sean M. Spencer, CPA* Joins The Bulfinch Group

The Bulfinch Group is pleased to announce that Sean Spencer, CPA*, has become affiliated with the firm. Headquartered in Needham, MA with offices throughout New England, Sean will be based in the Rockland office. The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth.

“We are pleased to have Sean join our organization,” explains Bulfinch Group President, Seth Medalie. “Sean brings a wealth of knowledge, regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

Prior to joining The Bulfinch Group, Sean spent eight years serving for The United States Military, followed by ten years in the financial services industry. He is a graduate of Suffolk University, where earned his Bachelors of Science in Accounting. Originally from Quincy, Sean now resides in Rockland, MA with his wife Lisa and his rescue dog Maggie. When not working, he spends his free time traveling. Sean also enjoys hiking, and is an active volunteer for a local animal rescue group.

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

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States, and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

Financial 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. 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. 2016-21474. Exp 4/18. *Not practicing for Guardian or any subsidiaries or affiliates thereof.