Lee Adelson at The Bulfinch Group

Lee Adelson at The Bulfinch Group Helping people and businesses successfully and strategically grow and protect their wealth Registered Representative of Park Avenue Securities LLC (PAS).

OSJ: 160 GOULD STREET, SUITE 310, NEEDHAM MA, 02494, 781-4494402. Securities products offered through PAS, member FINRA, SIPC. 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

- 4110621. 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 2/7/25

Disability happens to more people, more often than you may think, and it lasts longer, too. Protect your income today w...
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Disability happens to more people, more often than you may think, and it lasts longer, too. Protect your income today with disability insurance.

Who would pay you if disability were to strike? With disability insurance you won't need to ask. Learn more about the im...
07/11/2024

Who would pay you if disability were to strike? With disability insurance you won't need to ask. Learn more about the importance of protecting your income.

Not all disabilities are visible. In fact, most disabilities are caused by common illnesses such as cancer, heart attack...
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Not all disabilities are visible. In fact, most disabilities are caused by common illnesses such as cancer, heart attacks, or diabetes.

Enjoying each and every moment is what life is all about. Don't let the unexpected get in the way. Make sure you are pre...
07/05/2024

Enjoying each and every moment is what life is all about. Don't let the unexpected get in the way. Make sure you are prepared by protecting your income.

Individual disability insurance has many advantages, including portability and tax-free benefits. Purchasing this covera...
07/03/2024

Individual disability insurance has many advantages, including portability and tax-free benefits. Purchasing this coverage during your medical residency can help ensure your income and future earnings are protected from the start. Contact me today to learn more.

Worried about how you would manage financially if you couldn't work? Disability insurance can help.
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Worried about how you would manage financially if you couldn't work? Disability insurance can help.

As a medical resident or fellow, you’ve invested in a career that will provide you with the income to achieve your finan...
06/30/2024

As a medical resident or fellow, you’ve invested in a career that will provide you with the income to achieve your financial goals. But have you taken steps to protect that income? Learn more: https://bit.ly/3Va0UgB

Small business owners contribute significantly to the growth of the US economy. With shifting consumer needs and busines...
06/30/2024

Small business owners contribute significantly to the growth of the US economy. With shifting consumer needs and business demands, small firms are adopting technology to upgrade the employee benefits experience. Be a well-being champion for your employees.

Your ability to earn an income is your most valuable asset. Make sure it's protected should you become too sick or injur...
06/29/2024

Your ability to earn an income is your most valuable asset. Make sure it's protected should you become too sick or injured to work.

Misperceptions about disability and disability insurance are further barriers to obtaining coverage.
06/28/2024

Misperceptions about disability and disability insurance are further barriers to obtaining coverage.

At some point haven’t we all said “This can’t happen to me” only to shortly discover that we are not immune to the uncer...
06/27/2024

At some point haven’t we all said “This can’t happen to me” only to shortly discover that we are not immune to the uncertainties of life? This “not-me” mindset creates a false sense of security and dilutes the need for income protection. Call your financial representative today.

Address

160 Gould Street, Ste 310
Needham, MA
02494

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+17812923260

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