Joseph Beck Joins the Bulfinch Group, Ocean State Partners as a Financial Representative

NEEDHAM, MA – The Bulfinch Group is pleased to announce that Joseph Beck of Lincoln, RI has become affiliated with the firm’s Ocean State Partners, Rhode Island branch. 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.

“We are pleased to have Joe join our organization,” explains Bulfinch Group President, Seth Medalie. “Joe 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.”

Prior to joining The Bulfinch Group, Joe spent nearly 20 years in the corporate world in various sales and management roles, six of which in the financial services sector. Joe earned his Bachelor of Arts in Marketing from The George Washington University, and his MBA from The University of Rhode Island. Originally from Connecticut, Joe now resides in Lincoln, RI with his wife and children. As an avid outdoorsman, Joe enjoys hunting and fishing, and is also passionate about triathlons and martial arts.

The Bulfinch Group​

Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA. The Bulfinch Group also operates Bulfinch Benefits, 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 www.bulfinchgroup.com.

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States, and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

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