The Bulfinch Group is pleased to announce that Winchester resident, Gracio Garcia, has been named among Forbes’ Best-in-State Top Wealth Advisors by Shook Research®. This award recognizes Gracio as one of the best wealth advisors in Massachusetts, as determined by SHOOK® Research.

“We congratulate Gracio on being recognized as among Forbes’ Best-in-State award winners, which is a true testament in regard to his exceptional client service and focus on best practices, service modeling and community involvement,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group. “Being named to the Forbes Best in State further proves what a remarkable asset Gracio is to both our firm and to his clients.”

The Bulfinch Group is committed to providing the highest level of service and expertise, as well as continuing to make a positive and lasting impact in the communities we serve. 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.

Gracio resides in Winchester, MA 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.

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 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.

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.