Michael Reid of Methuen Joins The Bulfinch Group

Andover MA

08 December, 2020

4:37 PM

Description

The Bulfinch Group is pleased to announce that Michael Reid, CFA® 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 Michael join our organization,” explains Bulfinch Group President Seth Medalie, CLU® ChFC®. “Michael 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.” As a former Accountant, Michael spent many years on the back-end of the finance space. Over time, it became clear that he belonged on the relationship side of investments and wanted the ability to impact others, face-to-face. His mission now is to leverage his vast investment and banking experience to help individuals, families and business owners as they navigate their financial path and help them achieve financial balance and clarity. Originally from Alabama, Michael attended Auburn University, earning his Bachelor of Science degree in Accounting and then a few years later, earned his Master of Science in Accounting at College of Charleston. Michael recently became a father to a son, Mason. With this new role in life, he understands the importance of preparing and protecting family and loved ones as they start navigating their financial future. Michael and his wife Lydia reside in Methuen, MA with their infant son, Mason. 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. 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 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.