Yan J. 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 third-time Five Star Investment Professional designee.

“The Bulfinch Group is proud to announce that Yan has earned the prestigious designation of Five Star Wealth Manager,” states Seth Medalie, CLU®, President of The Bulfinch Group. "Five Star Investment Professionals are named for their exceptional client service and knowledge in the financial services arena -- we are proud to have Yan as part of The Bulfinch Group team,” he continued.

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.

The 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 9,000 employees and a network of over 2,750 financial representatives in more than 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.

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.

*Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries.