Wellesley Financial Group

Peter A. Klay

Financial Representative

Peter graduated from Roger Williams University in 1992 with a BS in Business Administration and Finance. He joined Wellesley Financial Group in 2004 after 10 years in the financial staffing and executive search industry.

Peter specializes in meeting the diverse comprehensive planning needs of individuals, families and small business owners. He is regularly invited to conduct seminars and workshops on financial matters to professional organizations and at teaching hospitals throughout Massachusetts and Rhode Island.

He is a member of NAIFA (National Association of Insurance and Financial Advisors), the Wellesley Chapter of Rotary International and the Ashland Business Association. He also volunteers his time to the Ashland Emergency Fund and Children's Hospital Boston. Peter, his wife Marcy and their two sons, Jacob and Andrew, reside in Ashland.

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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, Massachusetts, Maine, Oklahoma, Rhode Island, South Carolina and New York.

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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