Peter J. Doherty, of Walpole, MA Joins The Bulfinch Group

Walpole MA

14 October, 2020

3:35 PM

Description

The Bulfinch Group is pleased to announce that Peter J. Doherty 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 Peter join our organization,” explains Bulfinch Group President Seth Medalie, CLU® ChFC®. “Peter 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.” After excelling for nearly a decade in a variety of managerial and consultative roles in both the finance and commercial real estate industries, Peter is transitioning this knowledge and perspective, realizing his true passion — helping others one-on-one with problem-solving and putting people on a better path to building wealth. Peter earned his Bachelor of Science (B.S) in Finance from Merrimack College and his M.B.A. from UMass Amherst’s prestigious Isenberg School of Management. Peter and his wife Jessica launched a green tea business in May 2016 and most recently, donated 100% of all profits to The Boston Foundation’s COVID-19 Response Fund. A native of Walpole, MA, Peter and Jessica continue to reside in Walpole and are active in the community. 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.