Nicholas Peters of The Peters Group Recognized as Leaders Club Qualifier

Weston MA

29 April, 2022

2:26 PM

Description

The Bulfinch Group is pleased to announce that Weston resident, Nicolas Peters, has been named a Leaders Club qualifier by The Guardian Life Insurance Company of America® (Guardian). Leaders Club is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients. “We congratulate Nick on being recognized as a Leaders Club qualifier, which is a true testament in regard to his exceptional client service,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group. “Being named to the Guardian Leaders Club further proves what a remarkable asset Nick is to both our firm and to his clients.” The Bulfinch Group has redefined 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 safeguard 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 maximize cash flow, optimize tax planning, provide protection and build and grow wealth to reach each client’s unique goals. Nick works with clients on a wide range of issues including financial protection and wealth accumulation strategies, using a comprehensive planning method which coordinates all aspects of their personal economies. He earned his Bachelor’s degree in Economics from Assumption College in Worcester, MA, while on a scholarship pitching for the varsity baseball team. 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 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.