Thomas Harmon

Thomas Harmon Email and Phone Number

Partner / SVP @ The Bulfinch Group | Registered Principal, Financial Advisor @ The Bulfinch Group
Thomas Harmon's Location
Needham, Massachusetts, United States, United States
Thomas Harmon's Contact Details

Thomas Harmon work email

Thomas Harmon personal email

n/a

Thomas Harmon phone numbers

About Thomas Harmon

Tom is a Partner and Senior Vice President of The Bulfinch Group, a leading financial services firm that helps clients achieve financial balance through uncommon knowledge and revolutionary web technology. With over 30 years of industry experience, he is an expert in retirement planning, financial and estate planning, business planning and cash flow management.As a leader of the firm, Tom plays a vital role in shaping its strategic direction and fostering an environment of growth and development for its team of professionals. He leverages his extensive knowledge and skills to mentor and inspire Financial Advisors to build a fulfilling career and serve clients with the highest level of service. He is passionate about positively affecting the lives of his community and helping others do the same.“I am extremely grateful to have built a career that allows me to positively affect the numerous lives within my community, and I enjoy helping others do the same.”/COMPLIANCE:2024-941/

Thomas Harmon's Current Company Details
The Bulfinch Group

The Bulfinch Group

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Partner / SVP @ The Bulfinch Group | Registered Principal, Financial Advisor
Thomas Harmon Work Experience Details
  • The Bulfinch Group
    Partner / Senior Vice President
    The Bulfinch Group Mar 1989 - Present
    Needham, Ma, Us
    We use uncommon knowledge and revolutionary web technology to help clients better manage cash flow, protect what's important, and achieve financial balance. Take a look at the following link to learn more.http://www.thelivingbalancesheet.comRegistered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0D46582. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 2/5/24
  • Wellesley Financial Group & Insurance Agency
    Associate General Agent
    Wellesley Financial Group & Insurance Agency Mar 1989 - Dec 2015
    Career Agent DevelopmentProtection Planning including Life, Disability and Long Term Care InsuranceEstate PlanningRetirement Income PlanningBusiness Planning Services401k Plan Design and Administration
  • Shawmut Bank
    Mortgage Banking - Information Technology
    Shawmut Bank 1985 - 1989
    Worked in the mortgage department providing IT support.

Thomas Harmon Skills

Insurance Estate Planning Disability Insurance Investments Long Term Care Insurance Financial Services Retirement Planning Finance

Thomas Harmon Education Details

  • Northeastern University
    Northeastern University
    Business Administration
  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Arts & Science
  • Dover-Sherborn High School
    Dover-Sherborn High School
    High School

Frequently Asked Questions about Thomas Harmon

What company does Thomas Harmon work for?

Thomas Harmon works for The Bulfinch Group

What is Thomas Harmon's role at the current company?

Thomas Harmon's current role is Partner / SVP @ The Bulfinch Group | Registered Principal, Financial Advisor.

What is Thomas Harmon's email address?

Thomas Harmon's email address is th****@****oup.com

What is Thomas Harmon's direct phone number?

Thomas Harmon's direct phone number is +178144*****

What schools did Thomas Harmon attend?

Thomas Harmon attended Northeastern University, University Of Massachusetts Amherst, Dover-Sherborn High School.

What skills is Thomas Harmon known for?

Thomas Harmon has skills like Insurance, Estate Planning, Disability Insurance, Investments, Long Term Care Insurance, Financial Services, Retirement Planning, Finance.

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