Neighbor News
Yan Katz of The Bulfinch Group Honored by NAIFA
Winchester Resident Yan Katz, Financial Representative with The Bulfinch Group, was recently honored by NAIFA Massachusetts.
The National Association of Insurance and Financial Advisors - Massachusetts (NAIFA MA) honored and recognized Financial Representative Yan Katz of The Bulfinch Group, a financial services and wealth management firm headquartered in Needham, MA with offices throughout New England, as one of only four top Young Advisors in Massachusetts under the age of forty at a meeting held at the Boston Marriott Newton.
Yan is a member of NAIFA MA and was selected for their success and achievement as a financial representative. In a panel moderated by NAIFA MA Past President Ben Harding, Yan Katz participated with the other award recipients sharing how they have built a successful practice providing service and solutions to their clients.
The event was attended by numerous young financial representatives from around Massachusetts who learned of best practices in practice development and management. This was the second annual event hosted by NAIFA Massachusetts and sponsored by Voya Financial and EMSI.
Find out what's happening in Winchesterfor free with the latest updates from Patch.
Pictured left to right from The Bulfinch Group: Seth Medalie, President; Yan Katz, Financial Representative; Kevin Schneider, EVP/Partner.
About NAIFA Massachusetts
Find out what's happening in Winchesterfor free with the latest updates from Patch.
NAIFA was founded in 1890 as the National Association of Life Underwriters and has been representing insurance and financial advisors regardless of the products they sell or focus of their practice. NAIFA Massachusetts was chartered in 1931 as a not-for-profit association. It represents nearly 700 licensed insurance agents and financial advisors throughout Massachusetts.
About 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.
Registered Representative of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of 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 is not licensed to sell insurance. PAS is a member FINRA, SIPC. 2015-9198 Exp 7/17
