Wellesley Financial Group

Thomas J. Harmon, CLU®, ChFC®

Sales Manager & Financial Representative

Thomas J. Harmon is a graduate of Northeastern University (1988) with a degree in Business Management. He joined Wellesley Financial Group & Insurance Agency in February 1989. Tom has obtained the Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) designations for the American College and is a Life Underwriter Training Council Fellow® (LUTCF).

Tom specializes in meeting the diverse comprehensive planning needs of physicians, business owners and other professionals including insurance protection, investments, tax issues, business and estate planning, and retirement plan design. He regularly conducts seminars and workshops on financial matters for businesses and at teaching hospitals throughout New England.

He is a past President and current Board Member for the local chapter of National Association of Financial and Insurance Advisors (NAIFA-Massachusetts) and has taught a number of educational courses sponsored by and for the financial services industry. Tom, his wife Doreen and their three children reside in Milford MA.

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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, Florida, Illinois, Massachusetts, Maine, Minnesota, North Carolina, New York, New Hampshire, New Jersey, Pennsylvania, Rhode Island.

Insurance licensed in: CA(license # OD46582), FL, MA, WI, ME, MI, NC, NH, NJ, PA, RI

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

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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