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@bulfinchgroup.com
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2 phones found area 781
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LinkedIn matched
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Peter Leddy is listed as Financial Advisor 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, and a matched LinkedIn profile for Peter Leddy.
Peter Leddy previously worked as Marketing and Sales at Joseph E. Seagram & Sons, Inc.. Peter Leddy holds Bachelor Of Science, Business Administration from St. Michael'S College, Colchester, Vt.
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AeroLeads found 3 current-domain work email signals for Peter Leddy. Compare company email patterns before reaching out.
I have been affiliated with The Bulfinch Group for the past 21 years. I am honored to be a part of our clients’ life journey towards financial freedom.As a financial advisor, I have grown in alignment with The Bulfinch Group Investments Team led by Gracio Garcia. Our Team focus – to help our clients achieve their most important financial goals and address their biggest concerns.Our Team purpose is to help our clients build, protect, and preserve their wealth through thoughtful strategies so they can focus their energy on their families and businesses in that order.As a Team, we aim to provide a concierge level of service and approach every relationship with respect and care. We focus on listening to our clients and understanding their specific goals.We tailor specific strategies for each client and offer The Living Balance Sheet®, a web-based account aggregation portal to ensure it is all coordinated. We work in a collaborative manner with our clients’ legal and tax advisors.Our Team would be honored to learn how we can provide value for your family or business.Peter is a member of NAIFA, The National Association of Insurance and Financial Advisors. He holds a Bachelor of Science degree in Business Administration from St. Michael’s College, Colchester, VT (1989). Peter resides in Milton, MA with his wife Sheila, and their three children. They enjoy their summers on Cape Cod at their “happy place” – Falmouth, MA./COMPLIANCE:2024-1258/
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Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a.
Other employees you can reach at bulfinchgroup.com. View company contacts for 123 employees →
Kate Crowley
Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States
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Vincent Skip Saccone Jr
Colleague at The Bulfinch GroupRockland, Massachusetts, United States, United States
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Thomas Schlager
Colleague at The Bulfinch GroupGreater Boston, United States
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Stefan Joyal
Colleague at The Bulfinch GroupWellesley, Massachusetts, United States, United States
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Angela Elzner
Colleague at The Bulfinch GroupPittsfield, Massachusetts, United States, United States
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John "Jake" Akoury, Cfp®
Colleague at The Bulfinch GroupGreater Boston, United States
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Jessica Barry
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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Jonathan Pierre
Colleague at The Bulfinch GroupGreater Boston, United States
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Bob Soler
Colleague at The Bulfinch GroupMilford, Massachusetts, United States, United States
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Peter Leddy works for The Bulfinch Group.
Peter Leddy is listed as Financial Advisor at The Bulfinch Group.
AeroLeads has found 3 work email signals at @bulfinchgroup.com for Peter Leddy at The Bulfinch Group.
AeroLeads has found 2 phone signal(s) with area code 781 for Peter Leddy at The Bulfinch Group.
Peter Leddy is based in Needham, Massachusetts, United States while working with The Bulfinch Group.
Peter Leddy has worked for The Bulfinch Group and Joseph E. Seagram & Sons, Inc..
Peter Leddy's colleagues at The Bulfinch Group include Kate Crowley, Vincent Skip Saccone Jr, Thomas Schlager, Stefan Joyal, and Angela Elzner.
You can use AeroLeads to view verified contact signals for Peter Leddy at The Bulfinch Group, including work email, phone, and LinkedIn data when available.
Peter Leddy holds Bachelor Of Science, Business Administration from St. Michael'S College, Colchester, Vt.
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