The Bulfinch Group is pleased to announce that Steven Woelfel 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 Steven join our organization,” explains Bulfinch Group President Seth Medalie, CLU® ChFC®. “Steven brings a wealth of knowledge regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

 

After a fulfilling 25-year tenure at a prominent Boston-based financial institution, Steve made a strategic decision to leverage his extensive experience in the financial services industry in a different direction. He sought a new career choice that would allow him to impact individuals' lives directly and to foster deeper, long-lasting client relationships. This led him to The Bulfinch Group.

 

Steve's primary mission at The Bulfinch Group is to provide comprehensive financial consulting services to professionals and small business owners. He aims to understand their unique financial goals and challenges and to develop and implement tailored plans that offer his clients flexibility and protection.

 

 

Steve earned a Bachelor of Science (B.S.) in Business Management from Suffolk University. He's a passionate fan of the Boston Red Sox and an expert in pre-1920s baseball history, collecting vintage baseball memorabilia for most of his life. Steve enjoys spending time outdoors and exploring new places with his wife, Gina. They love hiking, traveling, and trying new restaurants, wineries, and microbreweries around New England. Currently, Steve and his family reside in Walpole.

 

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.?