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@bulfinchgroup.com
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4 phones found area 617 and 781
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Lee J. Adelson is listed as Helping Professionals & Business Owners achieve Uncommon Results with Uncommon Thinking. at The Bulfinch Group, a company with 123 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at bulfinchgroup.com, phone signal with area code 617, 781, and a matched LinkedIn profile for Lee J. Adelson.
Lee J. Adelson previously worked as Financial Specialist at The Bulfinch Group and Agent and Registered Representative at Prudential Financial. Lee J. Adelson holds Bs, Construction Management from Michigan State University.
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AeroLeads found 1 current-domain work email signal for Lee J. Adelson. Compare company email patterns before reaching out.
What do you want to be known for? And how do you want to be remembered?It is my belief that-“Every person has the right, duty, and obligation to themselves, their family and their business & employees to provide for and protect their ability to enjoy a financially secure life.” I want my clients to know that I have as much care, compassion, and concern about their financial success as they do. My commitment is to help them protect their assets, manage wealth and enjoy it when they want, and how they want- at any point in time in their life.This is why I live my life through what I call my Worthy Ideal, which is:“To educate and inspire my professional and entrepreneur clients to be their best at getting better financially-both personally and professionally, so they can live a life of dignity and significance for themselves, their family, their business, and their community. That is why I do what I do!”Potential benefits to my philosophy1. It helps my clients to grow their wealth responsibly2. It helps my clients manage wealth to enjoy & live the way they want3. It helps my clients pass assets to heirs in the most efficient manner available4. It helps protect against threats to their income & assets5. The plan is designed to work in most economic conditionsI hope this philosophy and strategy resonates with your way of making important decisions. I’m sure you will agree, aside from the health and happiness of you and your loved ones, planning for your financial stability is one of the most important responsibilities before you. For more information or to schedule a meeting please contact me at leeadelson@bulfinchgroup.com or 781-292-3260.Uncommon Thinking. Uncommon Results.Working with Professionals, Business Owners, Emerging and High net worth individuals, I act as the quarterback to coordinate all the aspects of their financial world, putting in place the plans necessary to protect the well being of my clients, their family, and their business./COMPLIANCE:2024-2881/
Listed skills include Retirement, Employee Benefits, Estate Planning, Executive Benefits, and 10 others.
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Needham, Massachusetts
I advocate for the innocent, the children, the spouse, the business partner and those that do not, and cannot speak for themselves to create an opportunity for them to have what others take for granted- and that is to have the opportunity for a life they so richly deserve in spite of the obstacles of indecision and poor choices made by others that.
Boston, MA
Insurance and Investment planning -specializing in income replacement with life, disability, long term care insurance, and annuities. Estate conservation, Business continuation and benefits.
Cambridge, Massachusetts
Construction Manager involved in design and development of contract and construction specifications for renovation and restoration of off-campus residential housing portfolio.
Cambridge, Massachusetts
Project manager for this residential and commercial construction and real estate development company in Cambridge, MA. Managed all construction phases from preliminary design development involving, permitting, budgeting, bidding, through project completion for high end townhouse construction, historic restoration, and commercial development.
Other employees you can reach at bulfinchgroup.com. View company contacts for 123 employees →
Jim Bricker
Colleague at The Bulfinch GroupGreater Boston, United States
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Chris Mays
Colleague at The Bulfinch GroupBoston, Massachusetts, United States, United States
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Yan Katz
Colleague at The Bulfinch GroupGreater Boston, United States
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Carson Smiley
Colleague at The Bulfinch GroupSomerville, Massachusetts, United States, United States
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Bob Soler
Colleague at The Bulfinch GroupMilford, Massachusetts, United States, United States
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Edmund Melhado
Colleague at The Bulfinch GroupGreater Roanoke Area, United States
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Steven Woelfel
Colleague at The Bulfinch GroupEast Walpole, Massachusetts, United States, United States
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Ken Davis
Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States
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Ron Watt
Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States
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Ryan Campbell
Colleague at The Bulfinch GroupGreater Boston, United States
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Quick answers generated from the profile data available on this page.
Lee J. Adelson works for The Bulfinch Group.
Lee J. Adelson is listed as Helping Professionals & Business Owners achieve Uncommon Results with Uncommon Thinking. at The Bulfinch Group.
AeroLeads has found 1 work email signal at @bulfinchgroup.com for Lee J. Adelson at The Bulfinch Group.
AeroLeads has found 4 phone signal(s) with area code 617, 781 for Lee J. Adelson at The Bulfinch Group.
Lee J. Adelson is based in Greater Boston, United States, United States while working with The Bulfinch Group.
Lee J. Adelson has worked for The Bulfinch Group, Prudential Financial, Harvard University, and Infinity Construction.
Lee J. Adelson's colleagues at The Bulfinch Group include Jim Bricker, Chris Mays, Yan Katz, Carson Smiley, and Bob Soler.
You can use AeroLeads to view verified contact signals for Lee J. Adelson at The Bulfinch Group, including work email, phone, and LinkedIn data when available.
Lee J. Adelson holds Bs, Construction Management from Michigan State University.
Lee J. Adelson is listed with skills including Retirement, Employee Benefits, Estate Planning, Executive Benefits, Life Insurance Planning, Business Succession Planning, Annuities, and Holistic Planning.
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