Newton resident Zvi Shtifter, RICP®, CLTC® of The Bulfinch Group recognized as Leaders Club qualifier for sixteenth year by The Guardian Life Insurance Company of America

The Bulfinch Group is pleased to announce that Newton resident Zvi Shtifter 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 Zvi 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 Zvi is to both our firm and to his clients.”
Zvi resides in Newton, MA with his wife Rosita and has two adult children. Zvi 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. Zvi is also a six-time winner of the Five Star Wealth Manager award as published in Boston magazine.

Subscribe to our Events eNewsletter, INBusiness or BOTH!