Thomas Harmon Email and Phone Number
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Thomas Harmon personal email
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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/
The Bulfinch Group
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Partner / Senior Vice PresidentThe Bulfinch Group Mar 1989 - PresentNeedham, Ma, UsWe 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 -
Associate General AgentWellesley Financial Group & Insurance Agency Mar 1989 - Dec 2015Career Agent DevelopmentProtection Planning including Life, Disability and Long Term Care InsuranceEstate PlanningRetirement Income PlanningBusiness Planning Services401k Plan Design and Administration
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Mortgage Banking - Information TechnologyShawmut Bank 1985 - 1989Worked in the mortgage department providing IT support.
Thomas Harmon Skills
Thomas Harmon Education Details
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Northeastern UniversityBusiness Administration -
University Of Massachusetts AmherstArts & Science -
Dover-Sherborn High SchoolHigh 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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