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@bulfinchgroup.com
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3 phones found area 781 and 888
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Amy Lampert is listed as Founder and Principal, WomensWorthUnique and uncommon strategies for building and preserving wealth, especially for women, and the important people in their lives. at The Bulfinch Group, a company with 123 employees, based in Needham, Massachusetts, United States. AeroLeads shows a work email signal at bulfinchgroup.com, phone signal with area code 781, 888, and a matched LinkedIn profile for Amy Lampert.
Amy Lampert previously worked as Financial Advisor at The Bulfinch Group and Head of Sales and Service at Bank Of Bermuda - Hsbc Group. Amy Lampert holds M.A.; M Ed., French; Education from Tufts University.
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Guiding women and women business owners to master their financial destinies! With an emphasis on women and the important people in their lives, Amy Lampert works with her clients to define, afford and live their best lives. Her passion for demystifying the world of money and investments for her clients led to the creation of a series of educational curricula and workshops on the 10 Dimensions of Financial Literacy which are offered to clients, companies and women’s groups throughout the country.Specialties:Presents workshops on wide range of financial matters, holds securities supervision and investment advisory licenses in Massachusetts, New York, Rhode Island New Hampshire and Florida. Uses a structured methodology to review and assess clients' financial health. Recommends uncommon strategies to help clients achieve their financial goals and dreams. Special interest in the financial literacy of women, diversity, and governance of small not-for-profits; effective functioning of groups at task; role effectiveness of leaders./COMPLIANCE:2024-955/
Listed skills include Retirement, Retirement Planning, Strategic Planning, Financial Analysis, and 1 others.
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Needham, MA
Helping individuals and families build and preserve wealth.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned.
Greater Boston Area, United States
Greater New York City Area, United States
Other employees you can reach at bulfinchgroup.com. View company contacts for 123 employees →
Ken Davis
Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States
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SJ
Sangita Joshi Rousseau
Colleague at The Bulfinch GroupGreater Boston, United States
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Bryce Shaw, Mba
Colleague at The Bulfinch GroupManhattan, New York, United States, United States
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Mark Poitras
Colleague at The Bulfinch GroupGreater Boston, United States
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Ron Watt
Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States
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Steven Woelfel
Colleague at The Bulfinch GroupEast Walpole, Massachusetts, United States, United States
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Julie Doucette
Colleague at The Bulfinch GroupWakefield, Massachusetts, United States, United States
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RW
Ron Watt
Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States
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JB
Jim Bricker
Colleague at The Bulfinch GroupGreater Boston, United States
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Aaron Bernard
Colleague at The Bulfinch GroupGreater Boston, United States
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Quick answers generated from the profile data available on this page.
Amy Lampert works for The Bulfinch Group.
Amy Lampert is listed as Founder and Principal, WomensWorthUnique and uncommon strategies for building and preserving wealth, especially for women, and the important people in their lives. at The Bulfinch Group.
AeroLeads has found 1 work email signal at @bulfinchgroup.com for Amy Lampert at The Bulfinch Group.
AeroLeads has found 3 phone signal(s) with area code 781, 888 for Amy Lampert at The Bulfinch Group.
Amy Lampert is based in Needham, Massachusetts, United States while working with The Bulfinch Group.
Amy Lampert has worked for The Bulfinch Group, Bank Of Bermuda - Hsbc Group, Bny Mellon Financial, and Ubs.
Amy Lampert's colleagues at The Bulfinch Group include Ken Davis, Sangita Joshi Rousseau, Bryce Shaw, Mba, Mark Poitras, and Ron Watt.
You can use AeroLeads to view verified contact signals for Amy Lampert at The Bulfinch Group, including work email, phone, and LinkedIn data when available.
Amy Lampert holds M.A.; M Ed., French; Education from Tufts University.
Amy Lampert is listed with skills including Retirement, Retirement Planning, Strategic Planning, Financial Analysis, and Business Strategy.
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