Wellesley Financial Group

At Wellesley Financial Group, we specialize in insurance and retirement solutions for business owners, professionals and their key employees. The products and services described have evolved from years of analyzing and solving the many unique planning issues of our clients.

Our associates average 20 years experience in the practical application of these services. Likewise, our support staff averages just over 8 years of service with our firm. For over 50 years, we have been conducting educational seminars to enhance the knowledge of the people we serve. Our leading edge technology has begun to revolutionize the way our clients view and manage their financial affairs. To learn more, visit:

If you feel, as I do, that long-term relationships and the practical application of time-tested solutions are your best approach to developing financial security, then we encourage you to explore our site. We look forward to being on your team.

Sincerely,

Richard L. Poitras, CLU, ChFC, CFP
General Agent, President

110 Cedar Street Wellesley Hills, MA 02481 | phone: 781-237-1720 | fax: 781-237-2652

Wellesley Financial Group & Insurance Agency, 110 Cedar Street Wellesley Hills, MA 02481 . Tel: 781-237-1720

Securities products and services through Park Avenue Securities LLC (PAS) Wellesley Financial Group & Insurance Agency, 110 Cedar Street Wellesley Hills, MA 02481 781-237-1720. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. Wellesley Financial Group & Insurance Agency is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA/SIPC.

The Registered Representative is securities licensed in Massachusetts, and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from and resident outside these specified states.

The financial representatives and registered representatives of Wellesley Financial Group & Insurance Agency are not licensed to sell insurance and registered to sell securities in all 50 states. To find out if an agent is licensed and registered in your state, please contact Lisa A. Gambardella.

The information or opinions contained in this Internet site should not be construed by any consumer and or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and or prospective client reside. Any subsequent direct communication with a consumer and or prospective client shall only be conducted with a representative that is registered in the state where the consumer and or prospective client reside.

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.