Richard is a Financial Specialist with The Bulfinch Group, a financial and insurance services firm located in Suburban Boston. Richard provides his clients with over 30 years of experience in insurance, investment, wealth management, retirement, estate conservation and small business planning. His clients include attorneys, physicians, venture capitalists, bankers and small business owners and he works closely with an extensive network of legal, accounting and investment professionals. His services include:
- Asset and Income Protection
- Employee Benefits (Medical, Life, DI, Dental & LTC)
- Estate Conservation
- Retirement Plans - Qualified & Non-Qualified
- Life, DI & LTC
- Executive Compensation
- Investment Strategies
- Buy-Sell Planning
- Wealth Management
- Key Person Planning
- Education Funding
- Business Succession
- Charitable Planning
- Deferred Compensation
Richard is a member of NAIFA, The National Association of Insurance and Financial Advisors, The Boston Life Underwriters Association and The Boston Estate Planning Council. He is also a Chartered Life Underwriter (CLU) and a consistent qualifier for The Million Dollar Round Table (MDRT).
Richard graduated from the University of Vermont with a Bachelor of Science in Economics. He and his wife Cathy live in Bedford, Massachusetts with their two boys, Robbie and Charlie. Richard currently serves on the Board of the Sheepscot Island Company in Georgetown, Maine.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OD04366.