Peter Leddy Email & Phone Number

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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  St. Michael'S College, Colchester, Vt

  Business Administration