Brookline Resident Amy Lampert Named Five Star Wealth Manager

Brookline MA

19 January, 2022

4:34 PM

Description

The Bulfinch Group is pleased to announce that Amy Lampert, of Brookline, 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. Amy is the founder of WomensWorth®, dedicated to the financial literacy of consumers, with a special emphasis on women and youth. Amy attended Tufts University and is a resident of Brookline, Massachusetts. “Amy has earned the prestigious designation of Five Star Wealth Manager for her 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 Amy’s character and professionalism,” he concludes. WomensWorth WomensWorth is a wealth management firm focusing on women and the important people in their lives. Recognizing that many individuals, and more frequently women, approach issues of money and finance with a perspective that is often overlooked by traditional financial services companies, WomensWorth seeks to create a comfortable environment in which clients can acquire the knowledge and strategies for building and preserving wealth. We use a rules-based, wide-angle and integrative approach to devise strategies for helping you obtain the goals and aspirations that sit at the intersection of your life, your career, and your money. For more information, visit WomensWorth.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 2020 included $9.5 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.