JOSEPH BECK OF LINCOLN, RI JOINS THE BULFINCH GROUP OCEAN STATE PARTNERS AS A FINANCIAL REPRESENTATIVE

The Bulfinch Group is pleased to announce that Joseph Beck of Lincoln, RI has become affiliated with the firm’s Ocean State Partners, Rhode Island branch. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth.

“We are pleased to have Joe join our organization,” explains Bulfinch Group President, Seth Medalie. “Joe brings a wealth of knowledge, regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

Prior to joining The Bulfinch Group, Joe spent nearly 20 years in the corporate world in various sales and management roles, six of which in the financial services sector. Joe earned his Bachelor of Arts in Marketing from The George Washington University, and his MBA from The University of Rhode Island. Originally from Connecticut, Joe now resides in Lincoln, RI with his wife and children. As an avid outdoorsman, Joe enjoys hunting and fishing, and is also passionate about triathlons and martial arts.

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.

About Guardian

The Guardian Life Insurance Company of America (Guardian) is one of the largest mutual life insurers, with $6.8 billion in capital and $1.3 billion in operating income (before taxes and dividends to policyholders) in 2014. 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 for individuals to workplace benefits, such as dental, vision, and 401(k) plans for businesses. The company has approximately 5,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. For more information about Guardian, please visit www.guardianlife.com.

Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. Guardian does not offer health insurance products or services. 2015-4480 Exp: 4/17