Wellesley Financial Group

Peter R. Magni, LUTCF®

Financial Representative

Peter R. Magni has been an Associate with the Wellesley Financial Group since 1982. During that time he has worked with over 700 clients nationwide. This group includes physicians, small business owners, and other professionals interested in defining and achieving financial and insurance goals.

Peter has specialized in working with the medical community. He has presented an on-going series of financial services seminars for many departments at most of the Boston, Worcester and Providence RI area Hospitals. Many of the physicians attending the seminars have maintained a business relationship with Peter while traveling nationwide to complete their training and establish their careers. Peter’s areas of expertise include retirement planning, life insurance and disability income protection planning, planning for businesses and families, mutual fund investments, college education planning, and estate planning.

Assisting his clients has allowed Peter to earn many industry awards and honors. He earned his LUTCF® professional designation in 1987. Peter is an annual qualifier for the worldwide Million Dollar Round Table organization(the premiere association of financial service professionals)and always attends its annual meeting. Peter feels attendance is critical, because it helps him to keep up-to-date with the legal and industry changes that effect his clients. Peter has consistently qualified for the National Quality Award, an industry honor for sales quality, and is a multiple recipient of both the National Sales Achievement Award and the Health Insurance Quality Award.

Peter, his wife Linda, and their three children reside in Belmont, Massachusetts. In his hometown Peter dedicates much of his free time to coaching youth baseball, basketball, hockey, soccer, and girls softball. He is a co-founder of the local Belmont girls softball association and serves on its board. He is actively involved in a local church youth group as an adult leader in many community service projects as well as a member of the church parish council.

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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, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, Nevada, New York, Oregon, Pennsylvania, Rhode Island, Virginia, and Washington.

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.

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