Table of Contents
The following was submitted by The Bulfinch Group:
The Bulfinch Group is pleased to announce that Winchester resident, Gracio Garcia, 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 Gracio 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 Gracio is to both our firm and to his clients.”
Gracio resides in Winchester with his wife Patricia and two children. Gracio 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.
Through Park Avenue Securities (PAS), the broker-dealer of Guardian Life, Gracio has access to growth strategies and investment vehicles that help clients pursue greater growth for their wealth. His access to a comprehensive suite of objective wealth management solutions help his clients meet their short- and long-term growth.
Protection goals have enabled him to grow the investment business within The Bulfinch Group considerably since he joined the firm in 2001.
In addition, Gracio was nominated by his peer group as the Northern Vice President of the 2019 Executive Committee of the Leaders Club, a prestigious honor and testament to the value that he adds to The Bulfinch Group and Guardian community.
