Winchester Resident, Gracio Garcia of The Bulfinch Group, Needham, Named Five Star Wealth Manager

The Bulfinch Group is pleased to announce that Gracio Garcia of Winchester, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s  winners.  Nominated  wealth  managers  who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title. Gracio is a three-time Five Star Wealth Manager designee.

“The Bulfinch Group is proud to announce that Gracio Garcia has earned the prestigious designation of Five Star Wealth Manager,” States Seth Medalie CLU®, President of The Bulfinch Group, “Gracio’s exceptional client service skills and experience in the financial services industry has made him an invaluable member of The Bulfinch Group team.”