Looking for a Rockland Massachusetts Investments Financial Advisor? Jamie Thomas is a Financial Specialist with The Bulfinch Group and a Financial Advisor of Park Avenue Securities. Jamie is a dedicated advisor who works with individuals, families and business owners to help them purposefully build and protect their wealth. Jamie utilizes a process which integrates a wide range of financial solutions that organizes his clients’ financial world, integrating individual strategies into a consolidated, comprehensive plan. This process ensures that planning is completed with the goal of maximizing wealth and with the ultimate purpose of helping clients realize their goals, hopes and dreams. Potential outcomes after completing the process include:
* Wealth maximization
* Asset and income protection
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Minimize income and estate taxes
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Creation of cash recovery strategies
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Risk management
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Education funding
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Retirement income maximization
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Estate planning
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Investment efficiency
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Charitable planning
When working with clients, Jamie utilizes a powerful aggregation and organization tool called The Living Balance Sheet®. This tool is used by clients to help them more easily manage their assets and liabilities; monitor their cash flow; assess their savings strategies; understand their retirement and investment funds; and determine whether their insurance protection is up-to-date and adequate, all under a single platform that is updated on a daily basis.
Prior to joining The Bulfinch Group, Jamie worked as a financial analyst and focused on the creation of comprehensive financial and insurance planning for individuals, families and businesses. As a result, Jamie brings a great deal of knowledge, experience and expertise to his personal and business clients.
Jamie graduated from the University of Massachusetts with a B.S. in Business Administration. Jamie resides in Lakeville, MA, where he lives with his wife, Cortney, son Luke and daughter Audrey. He enjoys playing golf, softball and basketball for his church during his free time.
The Living Balance Sheet® is a registered trademark of The Guardian Life Insurance Company of America, New York, NY.
Jamie Thomas is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 140 Kendrick Street, Needham, MA 02494 (781) 449-4402. Securities products/ services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.
Hours of Operation
Monday - Friday, 8AM - 7PM
Preferred method of contact
Business Phone, Mobile Phone, Other Phone, Personal Email
Our Location
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