The Bulfinch Group is pleased to announce that Brian McGrath, of Dracut, 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&rsquo;s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title. 
&ldquo;Earning the Five Star Wealth Manager designation is a powerful testament to Brian&rsquo;s dedication to putting clients first. His work consistently elevates the financial lives of the individuals, families and business owners he serves, and we are proud to celebrate this well-deserved recognition,&rdquo; said Kevin S. Schneider, CLU&reg;, Principal of The Bulfinch Group.
HUB Wealth Strategies
HUB Wealth Strategies is a strategic advisory firm focused on putting you, your goals and your financial well-being at the center (HUB) of the conversation. Founded in New England and serving clients throughout the U.S., HUB Wealth Strategies works with both families and business&rsquo; in developing customized wealth management plans through both offensive and defensive planning techniques. HWS operates under the idea of bringing family office like services and advisor integration to those who desire a central point of contact/personal CFO for wholistic wealth management and business succession planning. Our clients&rsquo; lives are dynamic, fast-paced and filled with a continuous flow of opportunities to evaluate and threats to thwart. Our team will work with both our internal and clients&rsquo; attorneys, accountants and consultants to take a multi-disciplined approach to help simplify, collaborate, coordinate, measure, educate and advise on strategy and tactics. Our mission is to ultimately foster a relationship where our clients feel empowered, on track, and enhancing the likelihood for their visions to become realizations. For more information, please visit <a href="https://hubwealthstrategies.com/" rel="noopener nofollow" target="_blank">HubWealthStrategies.com</a>.
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 <a href="https://www.guardianlife.com/about-guardian/customer-service-awards" rel="noopener nofollow" target="_blank">accolades for its culture and service</a>. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2024 included $11 billion in capital and largest dividend of $1.6 billion in the company&rsquo;s history. For more information, visit <a href="http://www.guardianlife.com/" rel="noopener nofollow" target="_blank">GuardianLife.com</a>.

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Dracut’s Brian McGrath of HUB Wealth Strategies...

The Bulfinch Group is pleased to announce that Brian McGrath, of Dracut, Massachusetts has earned the designation of Five Star Wealth Manager. The...

Dracut’s Brian McGrath of HUB Wealth Strategies Named Five Star Wealth Manager for 5th Year

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128 Plumbing, Heating, Cooling & Electric Stays Independent

128 Plumbing, Heating, Cooling & Electric

128 Announces Local Independent Ownership For Good One question that Ryan Williams, President of 128 Plumbing, Heating, Cooling, and Electric, keeps getting is: “Did you sell?” and the answer is always In recent years, HVAC, plumbing, electrical, and other home services have seen significant consolidation. In Greater Boston, 128 is one of the only home service companies that remain local, private, and independently-owned. This led Williams to seek out organizations that aren't just in business to sell, but to thrive long-term. He found the Tugboat Institute®, focusing on value, purpose, and people-driven businesses planning to remain independently-owned for 100+ years through their Certified Evergreen® status. 128 applied with the help of its entire team and received the honor of becoming Certified Evergreen® a year later. Watch 128's announcement here: https://youtu.be/g5rsiZW7B1k?si=KeR42U8H9GXnCJkH Does this impact customers? Customers want reliability and support for years down the road from their home service company, and choosing an independently-owned company can reduce uncertainties. Does this impact tradespeople? Ownership can influence company culture, communication, alignment, and priorities. With a labor shortage, it's important there are industry leaders willing to continually invest in education, which 128 is proud to offer its own school. Choose Local and Independent. 128 is proud to announce its continued local and independent ownership to bring stability and confidence to employees, customers, and communities for generations. Williams states that "128 answers to its customers and employees, not investors", and is not for sale. 128 Plumbing, Heating, Cooling, and Electric was founded in 1992 and is a top home service company in Eastern MA. 128 is known for its 5-star service, base+ membership, Finish Strong Friday®, and its Red Sox partnership. Book with 128 today: 781-451-1017 or https://www.128plumbing.com/ Media contact: happipr.com

128 Announces Local Independent Ownership For Good One question that Ryan Williams, President of 128 Plumbing, Heating, Cooling, and Electric,...

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Dracut, MA|Local Classified|Announcement|Mar 20

Dracut’s Brian McGrath of HUB Wealth Strategies Named Five Star Wealth Manager for 5th Year

Community Yard Sale & Fundraiser – Vendors, Raffle & More

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128 Plumbing, Heating, Cooling & Electric

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