Winchester Resident Yan Katz Named Five Star Investment Professional

The Bulfinch Group is pleased to announce that Yan J. Katz, a resident of Winchester, Massachusetts has earned the designation of Five Star Investment Professional. The Five Star Financial Investment 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. Yan is a second-time Five Star Investment Professional designee.

“The Bulfinch Group is proud to announce that Yan J. Katz has earned the prestigious designation of Five Star Investment 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 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.

The Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $7.3 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2015. 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, vision, and 401(k) plans. The company has approximately 8,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. For more information, visit Guardian’s website: www.GuardianLife.com, Facebook page: https://www.facebook.com/Guard..., and Twitter: @GuardianLife. Financial information concerning The Guardian Life Insurance Company of America® as of 12/31/15 on a statutory basis: Admitted Assets = $48.1 Billion; Liabilities = $42 Billion (including $37 Billion of Reserves); and Surplus = $6.1 Billion

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. 2017-33771 Exp 2/19