Brad Champion of The Peters Group Recognized as Leaders Club Qualifier for Third Time

The Bulfinch Group is pleased to announce that Westwood resident, Brad Champion, has been named a Leaders Club qualifier by The Guardian Life Insurance Company of America® (Guardian). Leaders Club is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients.

“We congratulate Brad 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 Brad is to both our firm and to his clients.”

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.

Brad 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. Brad earned his Bachelor of Science degree from Bentley University and his Master of Business Administration degree from Northeastern University. He and his wife Kelly reside in Westwood with their two young sons.

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