The Bulfinch Group is pleased to announce that Peter Morris has been named as a Leaders Club member for a second time. Leader’s Club is one of the highest designations annually awarded by The Guardian to advisors who demonstrate outstanding service dedication to their clients. The Bulfinch Group is a financial services firm serving individuals, families and businesses; Mr. Morris works with clients on a wide range of issues including financial protection and wealth accumulation strategies, using a comprehensive planning process which coordinates all aspects of their personal economies.
“We are pleased to have Peter as a leading member of our organization,” states Bulfinch Group President Seth Medalie. “Peter brings a wealth of knowledge and experience regarding the complexities of financial planning, wealth accumulation and protection. Being recognized for a second time as a Leaders Club qualifier further proves what a remarkable asset he is to both our firm and to his clients.”
As a Certified Financial Planner®, Mr. Morris (petermorris@bulfinchgroup.com) has been continually recognized as a leader in his field. He has resided in Andover, Massachusetts with his wife Danette and their three children for more than 20 years and served on a variety of local non-profit boards. The Bulfinch Group Andover office is located in Dundee Park, near downtown Andover.
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Peter is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 300, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative, The Guardian life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, 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, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. PAS is a member FINRA, SIPC. 2014-4612. 4/2016
