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) as a 20th-time winner. Leaders Club is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients.
Garcia was also named among Forbes’ Best-in-State Top Wealth Advisors by Shook Research. This award recognizes him as one of the best wealth advisors in Massachusetts, as determined by SHOOK Research.
Seth Medalie, CLU®, ChFC®, President and founder of The Bulfinch Group, congratulated Garcia on both honors, stating that being named the Guardian Leaders Club and to the Forbes Best in State “proves what a remarkable asset Gracio is to both our firm and to his clients.”
Garcia resides in Winchester with his wife Patricia and two children. He 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, Garcia 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.
Founded in 1994, The Bulfinch Group is a financial services firm headquartered in Needham,with offices throughout New England. 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.
