Gary J. Peters of The Peters Group - Leaders Club Qualifier

Classifieds

Weston MA

15 April, 2020

2:49 PM

Description

The Bulfinch Group is pleased to announce that Weston resident Gary Peters has been named as a Leaders Club qualifier by The Guardian Life Insurance Company of America®. Leaders Club is one of the highest honors annually awarded by The Guardian to financial professionals who demonstrate outstanding service and dedication to their clients. “We congratulate Gary on this significant achievement,” comments Seth Medalie, CLU®, ChFC®, and President and Founder of the The Bulfinch Group, a general agency of The Guardian. “It is a privilege to be associate with Gary and The Peters Group, an affiliate of The Bulfinch Group. Gary is a consummate professional who provides exceptional service to his clients and is an active member of his industry as well as his community,” he adds. 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. Gary resides in Weston, MA with his wife Marga and has two adult sons, Nick and Tim. Gary 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. 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 www.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 9,000 employees and our network of over 25,000 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 www.GuardianLife.com. GUARDIAN® is a registered trademark of The Guardian Life Insurance Company of America®.

By:  view source

Discussion

By posting you agree to the Terms and Privacy Policy.

/
Search this area