The Bulfinch Group is pleased to announce that Leigh McCloskey, of Needham, Massachusetts has earned the designation of Five Star Wealth Manager for the fifth consecutive year. The Five Star Wealth Manager award is annually given to an elite group of 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.

Leigh was named to Leaders Club for the fifth time by The Guardian Life Insurance Company of America® in 2025, as well as named as a two-time Top of the Table member for the Million Dollar Roundtable (MDRT).

“These recognitions are a tremendous honor. I strive to do a great job servicing clients and have many happy and trusting relationships. It is how I define success. I’m pleased that I have clients that trust me with their financial needs and refer me to others, which is how I’ve built up my practice and grown over the years”, explained McCloskey. “I pride myself on truly getting to know each of my clients, understanding their financial goals, learning where they’re comfortable taking risks, and providing advice based on the bigger picture to help them achieve long-term financial balance.”

“We congratulate Leigh on 10 years at The Bulfinch Group and his recognitions, which demonstrate his exemplary client service, knowledge and professionalism,” says Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group.”

Leigh and his wife and two children reside in Needham; they enjoy all that the town has to offer and Leigh currently serves on the Board of Directors of the Needham Community Council.

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 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.