The Bulfinch Group
Leigh McCloskey, MBA, is a seasoned Wealth Management Advisor at The Bulfinch Group, a role held since October 2013, providing registered representative and financial advisory services through Park Avenue Securities LLC. Prior experience includes managing warehouse operations and sales at American Instrument Exchange, Inc., where responsibilities included order prioritization, customer communication, and creating an improved order tracking system. Additionally, McCloskey founded NikTes Consulting & Design, offering personalized technology services and partnering with Microsoft under the BizSpark program. Early career roles included research assistance at Franklin & Marshall College and serving as an assistant to the CFO at Common Ground Community. Educational credentials include an MBA in Finance from Boston University and a BA in Business and Environmental Studies from Franklin & Marshall College.
The Bulfinch Group
Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or 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. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25