Needham resident Leigh McCloskey, MDRT of The Bulfinch Group recognized as Leaders Club qualifier for second year by The Guardian Life Insurance Company of America
The Bulfinch Group is pleased to announce that Needham resident Leigh McCloskey has been named as a Leaders Club qualifier by the Guardian Life Insurance Company of America. Leaders Club is one of the highest honors annually awarded by The Guardian to financial professionals who demonstrate outstanding service and dedication to their clients.
Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth.
The Bulfinch Group has redefined Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money.
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.
“We congratulate Leigh on being recognized as a Leaders Club qualifier which is a true testament in regard to his exceptional client service,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group. “Being named to the Guardian Leaders Club further proves what a remarkable asset Leigh is to both our firm and to his clients.”
Leigh resides in Needham, MA with his wife Allison. Leigh 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. Prior to joining The Bulfinch Group, Leigh graduated from Franklin & Marshall College in Lancaster, PA before going on to help manage his family’s small business in Haverhill, MA while he completed Boston University’s evening MBA program. Leigh is also an active member of Big Brothers Big Sisters of Mass Bay.