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The Bulfinch Group is pleased to announce that Mark Poitras of Marshfield, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title. Mark is a resident of Marshfield, Massachusetts.
“Mark has earned the prestigious designation of Five Star Wealth Manager for his exemplary client service and knowledge of the financial services industry,” states Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group. “The Five Star designation is a true testament to Mark’s character and professionalism,” he concludes.
The Bulfinch Group has redefined Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money. With a client-centric focus, The Bulfinch Group works to safeguard wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets — all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax planning, provide protection and build and grow wealth to reach each client’s unique goals.
About The Bulfinch Group
Founded in 1994, The Bulfinch Group is a financial services and wealth management 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 bulfinchgroup.com.
About The Guardian Life Insurance Company of America (Guardian®)
Every day, Guardian provides Americans the security they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future or taking care of employees. Today, we’re a Fortune 250 mutual company and a leading provider of life, disability and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of 9000 employees and our network of over 2750 financial representatives is committed to serving with expertise when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2017 included $8.0 billion in capital and $1.6 billion in operating income. Financial information concerning Guardian as of December 31, 2017, on a statutory basis: Admitted Assets = $55.6 Billion; Liabilities = $48.9 Billion (including $41.8 Billion of Reserves); and Surplus = $6.7 Billion. For more information, please visit guardianlife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.
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