Retirement Plans

Tax incentives, plus the desire to accumulate significant funds for retirement, make pension and profit sharing plans a cornerstone of financial security for professionals, business owners, and their employees.

We specialize in full-service retirement plans.
  • Pension and Profit Sharing Plans
  • 401(k) Plans
  • Split Dollar and Executive Bonus Plans
  • Deferred Compensation Planning

110 Cedar Street Wellesley Hills, MA 02481 | phone: 781-237-1720 | fax: 781-237-2652
info@wellesleyfinancialgroup.com

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.
© Copyright 2005-2010, The Guardian Life Insurance Company of America