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.