Peter C. Leddy is a Financial Representative with The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Peter works with individuals, families and business owners to help build and preserve wealth. Now with the firm for nearly 20 years, Peter uses a web-based account aggregation tool, The Living Balance Sheet®, to tailor a program for each client’s situation. Peter subscribes to a philosophy of care with his clients. Each discussion and strategy is designed to help build wealth, maximize protection, and mitigate risk over the long-term.
Specifically, Peter helps his clients:
- Mitigate the impact of financial threats
- Improve financial protection
- Present ideas for wealth building and create opportunities
- Present ideas and applications for greater wealth distribution
Peter’s mission is to create long-term relationships with clients by listening and understanding their specific goals. He approaches every financial situation with the highest degree of integrity and manages every decision with a long-term view.
As a financial professional, Peter has been recognized as a leader in his field, being recognized as a Guardian Leaders Club member, a recognition assigned only to the top Guardian financial representatives in the country. He has also been recognized by Berkshire Life Insurance Company as a leader in assisting business owners and professionals in designing and implementing quality income protection programs, a critical foundation for a quality long-term program.
Peter is a member of NAIFA, The National Association of Insurance and Financial Advisors. He holds a Bachelor of Science degree in Business Administration from St. Michael’s College, Colchester, VT (1989). Peter resides in Milton, MA with his wife Sheila, and their beautiful children Owen, Caelan, and Anna.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M88989; FL Insurance License #P064904.