Gracio Garcia Email & Phone Number

I provide financial strategies to individuals, families, and business owners that are easy to understand and implement. By establishing a long-term relationship based on trust, I instill my clients with the confidence toward achieving their goals and aspirations. I embrace a thorough and comprehensive planning process that allows my clients to achieve financial confidence. My practice is supported by a number of financial professionals, with whom I work closely with in order to offer superior products and services to each of my clients. Born in Brazil, I currently reside North of Boston with my wife and two children. My passion for rowing inspired me to co-found the Gentle Giant Rowing Club, a not-for-profit, registered 501(c)3 organization dedicated to introducing and nurturing the sport of rowing, regardless of age, culture, financial ability or physical capability.Director of Investments, AIF at The Bulfinch Group (Greater Boston Area, United States). 5/2001 - Present. Since 2001 I have been working with my clients to make strategic financial decisions that help protect their assets, generate cash flow, and secure retirement income. Knowing that no two people are the same, I follow a series of steps to ensure that I will help achieve my client’s ultimate goals.I have been a multi-year recipient of the Five Star Wealth Manager award. 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’s winners./COMPLIANCE:2024-2276/

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  Northeastern University

  Finance