Wellesley Financial Group

William H. Altman, LUTCF®

Financial Representative

With over 20 years of experience in the financial services industry, Bill is on a mission to provide individuals, families and businesses with a lifetime strategy to gain financial control of their lives and reach their full financial potential. If this is your desire, I look forward to meeting with you.

Over the years, Bill has examined many types of financial plans that are supposed to be designed to make clients a "success." He has discovered that the deficiencies of these plans are seldom clearly communicated to clients and their families by their advisors. These plans often lack proper coordination and integration of assets, resulting in limited financial growth. Additionally, these plans frequently ignore a variety of wealth eroding forces within our economic society; forces such as the contingencies of death, disability law suit or creditor’s claim, risk and inflation. These plans cannot survive in our turbulent world. The basic formula for a simultaneous creation of wealth with maximum benefit are seldom discussed with these plans. Ignoring these facts will only limit you and/or your family from reaching your wealth potential.

Bill resides in Chestnut Hill, MA with his wife Lori Kagan.

Registered Representative of Park Avenue Securities LLC (PAS), 110 Cedar Street, Wellesley Hills, MA 02481. Securities products and services offered through PAS, 1-781-237-1720. Field Representative, The 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.

Insurance licensed in: CT, FL, MA, ME, NJ, NY, NC, WA, CA (license #OE26740), IL, MI, OH, RI

PAS is a member FINRA/SIPC

Securities licensed in: Connecticut, Florida, Massachusetts, Maryland, New Jersey, New York, Rhode Island and Texas.

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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