Winchester Native William Herbert Joins The Bulfinch Group as a Financial Representative

Winchester MA

30 January, 2023

4:22 PM

Description

The Bulfinch Group is pleased to announce that William Herbert has become affiliated with the firm. Founded in 1994 and headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a wealth management firm headquartered at 160 Gould Street in Needham, MA. “We are pleased to have Will join our organization,” explains Bulfinch Group President Seth Medalie, CLU® ChFC®. “Will 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.” Recognizing the unique needs of each of his clients, Will is able to help individuals and families take control over their financial world — his mission is to help others achieve financial balance and live the lifestyle that they want due to proper financial strategies. Will spent nearly a decade helping with the family business in varying roles and responsibilities prior to college. As a four-year student athlete (football) at Trinity College, he earned his bachelor’s degree with a major in Anthropology at Trinity College. He was raised in Winchester, MA and currently reside in Somerville. The Bulfinch Group has helped redefine 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 protect 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 help maximize cash flow, optimize tax planning strategies, provide protection and build and grow wealth to reach each client’s unique goals. The Bulfinch Group Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. 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. 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, dental, and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of over 9,000 employees and our network of over 2,500 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 2021 included $10.7 billion in capital and $1.9 billion in operating income. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.