Wellesley Financial Group

Boris Lokshin, ChFC®

Financial Representative

Boris Lokshin,ChFC®, has over 30 years of financial and management experience. He specializes in assisting clients with personal planning, acquiring investments, insurance, and developing pension plans. Among his clients are professionals and business owners.

Boris has qualified numerous times for membership in the MDRT (Million Dollar Round Table), which is The Premier Association of Financial Professionals. He is currently a member of the elite MDRT group, Court of the Table (less than 2% of the financial professionals in the world belong to this group).

Boris strongly believes that in addition to helping clients with their financial decisions, providing exceptional service is equally important.

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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.

PAS is a member FINRA/SIPC

Securities licensed in: California, District of Columbia, Florida, Illinois, Massachusetts, Hawaii, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia.

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.

The Living Balance Sheet^® and the Living Balance Sheet^® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
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