The Bulfinch Group is pleased to announce that Gary Peters, of Weston, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title. Gary is a resident of Weston, Massachusetts.

“On behalf of all The Bulfinch Group, we congratulate Gary on earning the prestigious Five Star Wealth Manager designation which recognizes exemplary client service, knowledge and professionalism in the financial services industry,” says Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group.”

The Peters Group

The Peters Group is the premier financial services team for physicians in New England advising clients since 1978. Our founder, Gary Peters, developed the group due to his devotion of positively impacting the lives of others and sharing his expertise in the financial world. Over the past 44 years, Gary and his multi-generational team have maintained a 98% client retention rate  because of a unique and comprehensive process, along with an exceptional understanding of the financial matters that impact people’s lives. Our vision is to bring financial freedom to physicians, business owners and high-net-worth individuals through comprehensive and unique financial plans utilizing our specialized knowledge, resources and experiences. For more information, please visit ThePetersGroup.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.