At Wellesley Financial Group, we specialize in insurance and retirement strategies 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. 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 strategies are your best approach to developing financial security, then we encourage you to explore our site. We look forward to being on your team.


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

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

Wellesley Financial Group & Insurance Agency is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.

PAS is an indirect, wholly-owned subsidiary of Guardian. Wellesley Financial Group & Insurance Agency is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures

2014-5811 Exp 5/16