Jason A. Souza Joins The Bulfinch Group as a Financial Representative

NEEDHAM, MA – The Bulfinch Group is pleased to announce that Jason Souza of West Warwick, Rhode Island has become affiliated with the firm. 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 Jason join our organization,” explains Bulfinch Group President, Seth Medalie. “Jason 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.”

Jason earned his BS in International Business and a minor in Spanish from Quinnipiac University, and has also traveled to Ireland and Spain. Jason is a member of the Toastmasters International and the Estate Planning Council. As an alumni of Hendricken High School, class of 1995, Jason is an active member of the Junior Achievement Program, educating middle and high school students on the importance of higher education and the understanding of financial competence and business concepts. He also enjoys playing soccer, baseball and football, and practicing martial arts in his spare time.

The Bulfinch Group
The Bulfinch Group focuses on wealth accumulation, preservation and distribution through the specialized practice of personal financial economics. Bulfinch Business Solutions, a division of The Bulfinch Group, provides business strategies for employee protection and retention, and financial planning strategies. 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 and its subsidiaries are committed to protecting individuals, business owners and their employees with life insurance, disability income insurance, 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 six million employees and their families at 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide.

For more information about Guardian, please visit: www.GuardianLife.com

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