Richard Poitras is a Special Agent, The Guardian Life Insurance Company of America.
Dick joined Wellesley Financial Group (which merged with The Bulfinch Group in January 2016) in 1965 while attending Northeastern University as a finance major. For 40 years, he specialized in retirement and estate planning for business owners, professionals & executives, and worked closely with the firm’s Associates in meeting the planning objectives of its clients. In 1983, he became a Chartered Financial Consultant and earned his Certified Financial Planner designation in 1992.
Dick’s professional affiliations have included former President of the Boston General Agents and Managers Association; Director, Boston Chapter, American Society of CLU®, ChFC®. He is a member of the Society of Financial Services Professionals; National Association of Insurance and Financial Advisors and the Financial Planning Association.
Registered Representative & Investment Advisor of Park Avenue Securities