Winchester Resident Yan Katz Named Five Star Financial Services Professional

By GINA CHRISTIANO (Open Post)

The Bulfinch Group is pleased to announce that Yan J. Katz, a resident of Winchester, Massachusetts has earned the designation of Five Star Financial Services Professional. The Five Star Financial Services Professional award is annually given to financial services professionals who are identified through research conducted with peers and firms; the program analyzes internal and external research data. Nominated financial services professionals who satisfied a total of ten objective eligibility and evaluation criteria, e.g., years of experience, client satisfaction and academic achievement, are awarded this prestigious title.

“The Bulfinch Group is proud to announce that Yan J. Katz has earned the prestigious designation of Five Star Financial Services Professional,” states Seth Medalie CLU®, President of The Bulfinch Group, “Yan’s exceptional client service skills and experience in the financial services industry has made him an invaluable member of The Bulfinch Group team.”

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 Business Solutions, 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 and its subsidiaries are committed to protecting individuals, business owners and their employees with life insurance, disability income insurance, 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 six million employees and their families at 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide.

For more information about Guardian, please visit: www.GuardianLife.com.

Registered Representative 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. This award is not issued or endorsed by Guardian or its subsidiaries. 2016-17804 Exp: 2/18