The Bulfinch Group is pleased to announce that Mark Poitras, of Marshfield, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is 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. Mark is a resident of Marshfield, Massachusetts and attended Boston Conservatory at Berklee.

“On behalf of all The Bulfinch Group, we congratulate Mark 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.”

The Bulfinch Group is committed to providing the highest level of service and experience, 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 help protect 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 strategies, provide protection and build and grow wealth to reach each client’s unique goals.

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.