Wellesley Financial Group

Richard L. Poitras, CLU®, ChFC®

General Agent, President

Richard Poitras is Principal of Wellesley Financial Group, and General Agent, The Guardian Life Insurance Co. of America.

Dick joined WFG in 1965 while attending Northeastern University as a finance major. For 40 years he has specialized in retirement and estate planning for business owners, professionals & executives, and works closely with our firm’s associates in meeting the planning objectives of our 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 currently a member of the Society of Financial Services Professionals; National Association of Insurance and Financial Advisors and the Financial Planning Association.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 110 Cedar Street, Wellesley Hills, MA 02481, 1-781-237-1720. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. General Agent, Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wellesley Financial Group and Insurance Agency is not an affiliate or subsidiary of PAS.

PAS is a member of FINRA/SIPC

Securities licensed in: Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont, and Washington.

Advisory licensed in Massachusetts.

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.

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