Weston Resident Gary Peters Named Five Star Wealth Manager

Weston MA

19 January, 2022

4:54 PM

Description

The Bulfinch Group is pleased to announce that Gary Peters, of Weston, 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. Gary is a resident of Weston, Massachusetts. “Gary 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 Gary’s character and professionalism,” he concludes. The Peters Group The Peters Group is the premier financial services team for physicians in New England advising clients since 1978. Our founder, Gary Peters, developed the group due to his devotion of positively impacting the lives of others and sharing his expertise in the financial world. Over the past 44 years, Gary and his multi-generational team have maintained a 98% client retention rate because of a unique and comprehensive process, along with an exceptional understanding of the financial matters that impact people’s lives. Our vision is to bring financial freedom to physicians, business owners and high-net-worth individuals through comprehensive and unique financial plans utilizing our specialized knowledge, resources and experiences. For more information, please visit ThePetersGroup.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.