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The following was submitted by The Bulfinch Group:
The Bulfinch Group is pleased to announce that Gracio Garcia, of Winchester, has earned the designation of Five Star Wealth Manager, an award annually given to financial managers who are identified through research conducted with peers and firms.
The program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners.
Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.
Gracio graduated from Northeastern University.
“On behalf of all The Bulfinch Group, we congratulate Gracio on earning the prestigious Five Star Wealth Manager designation which recognizes exemplary client service, knowledge and professionalism in the financial services industry,” says Seth Medalie, CLU®, ChFC®, president of The Bulfinch Group.”
Gracio resides in Winchester with his wife Patricia, son Lucas, and daughter Stella.
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.
Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould St. in Needham, with offices throughout New England. For more information, call 781-449-4402 or visit BulfinchGroup.com.
