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Local Voices

JASON A. SOUZA OF WEST WARWICK, RHODE ISLAND JOINS THE BULFINCH GROUP AS A FINANCIAL REPRESENTATIVE

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.


Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  The Bulfinch Group is not an affiliate or subsidiary of Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not give tax or legal advice.  You should consult your tax or legal advisor regarding your individual situation. 2014-4051

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