Jonathan Pierre of The Bulfinch Group Receives Prestigious Award

Boston MA

03 August, 2021

1:55 PM

Description

The National Association of Insurance and Financial Advisors – Massachusetts (NAIFA MA) has recognized Financial Professional Jonathan Pierre of The Bulfinch Group, as one of the four top Young Financial Professionals in Massachusetts under the age of forty. “We are extremely proud of Jonathan for being recognized for his exemplary accomplishments,” explains Bulfinch Group President, Seth Medalie, CLU®, ChFC®. “Jonathan is the seventh Bulfinch associate in the past eight years to be recognized by NAIFA as a top financial professional under the age of forty. This is truly a remarkable designation and we applaud all our Bulfinchers who have been so recognized by NAIFA,” he concluded. The Bulfinch Group is a financial services and wealth management firm headquartered in Needham, MA with offices throughout New England. Jonathan Pierre joined The Bulfinch Group in 2018 with a mission to serve others by positively transforming their lives. It is his instinct and passion to help people. Blending his passion for helping others with the need for sound financial guidance, Jonathan is able to serve and impact countless people, their families, small businesses and future generations. His approach to financial services and insurance planning is holistic; every aspect of his clients’ lives and their family’s lives are important to him, and he wants to educate and inspire them to take control of their financial world. Jonathan earned his B.S. in Economics from Boston College and enjoys giving back to his alma maters, mentoring students of color at Boston College and minority students at the Boston Public Schools. Since Jonathan started his practice, he has qualified for Guardian Life’s prestigious Leaders Club as well as earning numerous Client Builder awards. Given his motto that he is “running his own race,” his service-focused mindset has allowed him to grow a thriving practice of well over 100 clients. Jonathan resides in Boston with his family and is very active in The Abundant Life Church in Cambridge, as well as utilizing his gift and talents to uplift minority communities that have been underserved. He also regards Doc Wayne Youth Services as one of his favorite not-for-profit charities. About NAIFA Massachusetts 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. 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 BulfinchGroup.com. The Guardian Life Insurance Company of America (Guardian®) Every day, Guardian provides Americans the protection 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 experience when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2019 included $9.3 billion in capital and $1.7 billion in operating income. For more information, please visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.