Martin Lowenthal Email & Phone Number

Needham, Ma, Us

I practice rules, evidence, and outcome based advisory by introducing thorough risk and tax management. This is achieved by finding the optimal balance between promise-based and risk-based assets to help you achieve financial security and peace of mind.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 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 - 0I35899. 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 2/14/24

Helping provide a platform where early stage businesses can raise their profile and raise capital. I believe that small business creation and success is the key to economic recovery, job creation and sustainability.

New York, Ny, Us

The JNF is the custodian of the land of Israel.We do wide range of social upliftment and other projects to help Israel continue is success and survival.Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

Babson Park, Ma, Us

Mentor in the EIT program which selects from the best of the MBA new business idea's and attempts to bring them to market.

Us

Institutional sales trading via electronic equity trading platforms to include Lava, Carlin Trader, Sonic.

Spent 10 years as a partner at a boutique investment bank where I oversaw the nationwide trading desk that serviced institutional investors and high net worth individuals. Martin advised and executed equity and derivative strategies based on both fundamental and technical analysis.The firm also helped small to medium size enterprises access capital with mezzanine finance, IPO and asset securitization and general financial advisory. Martin was a regular markets commentator on national radio, Bloomberg and Reuters.

Msim, Investment Management

B.Comm, Accounting, Tax, Company Law

Matric, High School