Business and Professional
November 5, 2024
The Bulfinch Group is pleased to announce that Jessica Svizzero 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 Jessica join our organization,” explains Bulfinch Group President Seth Medalie, CLU® ChFC®. “Jessica brings a wealth of knowledge regarding the complexities of business development and wealth protection to her new post. She will be a tremendous addition to The Bulfinch Group and a remarkable asset to her clients.”
Jessica’s mission is to provide an extensive financial education to families and individuals, while also providing the sense of financial freedom that people and families deserve. She strives to bring a strong sense of community with her when working with her clients, in hopes of creating deep, meaningful and lasting relationships.
Jessica earned a Bachelor of Applied Science degree from Johnson & Wales University.
Originally from Bridgewater, Jessica now resides on the South Shore. When she is not working, you will find her at the gym. She has competed professionally in body building and now spends more of her time powerlifting. She also loves spending as much time as possible with friends and family and traveling the world.
The Bulfinch Group
Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. The Bulfinch Group provides a comprehensive selection of wealth management and business solutions for clients including succession planning for smaller, privately held businesses; employee benefits, including 401(k) plans and group medical, dental and life insurance; retirement, higher education, and savings planning for individuals and families; charitable planning; and more. 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.
About Guardian
Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2023 included $11 billion in capital and largest dividend of $1.398 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.