Richard Belofksy, CLU®, ChFC®, CFP®, ChSNC®
Financial Advisor, The Bulfinch Group
Network 128 Host
9 Time Winner Five Star Wealth Manager as Featured by Boston Magazine, Feb 2020
Richard works with business owners, individuals and families helping them develop effective financial strategies to achieve their goals. Richard’s clients benefit from his more than twenty-five years as a financial advisor. He has had extensive experience dealing with estate planning issues, special needs families, and closely held businesses. His astute clients believe that their best option for financial success is to focus on their business. That is where they are most able to create true wealth.
People today are overwhelmed with financial information from the media. My goal is to determine which options make the most sense for my clients. I take the time to understand each client’s situation and integrate their values into a custom-tailored model to maximize options and choices throughout their lifetime. My holistic approach makes it easy to identify and implement optimal strategies and tactics to build, protect, and distribute wealth. I take great pride in seeing my clients’ dreams become realities and helping them to enjoy their success during their lifetime as well as pass on a legacy to future generations.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, 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, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. *Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries. CA Insurance #OG39290; FL Insurance #AO18584. PAS is a member FINRA, SIPC 2019-91205 Exp 12/21
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