Hamilton Resident Marshall Dodge, AIF® of The Bulfinch Group Earns Prestigious AIF® Designation

The Bulfinch Group is pleased to announce that Hamilton resident, Marshall Dodge, has earned the prestigious AIF® designation. As more investors than ever are requiring advisors to act as a fiduciary in order to win or keep their business, the Accredited Investment Fiduciary® (AIF®) designation and training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. By earning the AIF® Designation, Marshall is now able to bring added value to his clients and prospects.

“We congratulate Marshall on earning this designation, which is a true testament in regard to his exceptional client service and focus on best practices, service modeling and community involvement,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group. “Earning this designation further proves what a remarkable asset Marshall is to both our firm and to his clients.”

The Bulfinch Group is committed to providing the highest level of service and expertise, as well as continuing to make a positive and lasting impact in the communities we serve. 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.

In his free time, Marshall enjoys spending as much time as possible outside hiking, sailing and snowboarding. He currently resides in Hamilton, MA with his wife Tara, daughter Carmen and son Marshall. Marshall is a graduate of the University of Denver – Daniels College of Business.

The Bulfinch Group

Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. The Bulfinch Group also operates Bulfinch Business Solutions, 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 BulfinchGroup.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 2022 included $11 billion in capital and largest dividend of $1.26 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.