Roy Whitaker's Page

Company Name

The Bulfinch Group

Website Address

http://bulfinchgroup.com

What does your company do?

The Bulfinch Group is a comprehensive holistic financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, protect and conserve your wealth by delivering a high level of personalized service and expertise.

Bio:

Roy Whitaker is a Field Representative with The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Roy works with individuals, families and business owners to help build and preserve wealth using various specialized tools tailored to each client’s situation, designing strategies to help maximize wealth, maximize protection and minimize risk.

Specifically, Roy uses a unique financial process to:

* Analyze which financial & protection products are right for you
* Help maximize the amount of money you will have over your lifetime
* Minimize your financial costs and risk
* Provide a better understanding of how your money can work for you

Roy has an extensive background in sales methodology, marketing and business development strategy. He has held a number of sales leadership positions over the past decade and is the founder of DirectSelect Publishing. As a sales effectiveness consultant, his areas of experience include new market development, product launches, account management, direct marketing, sales training, and sales consulting support. In addition, he has served as an Operations Specialist in the U.S. Navy.

Roy holds a Finance degree from Bentley University, 1993. Roy resides in Halifax, MA with his wife Tina, daughter Sarah, his son Royce was tragically killed by an elderly driver in July 2009.

http://www.linkedin.com/in/roywhitaker

Keywords:

retirement, financial planning, money, investment, investments, risk, insurance, market, equity, asset, 401(k), mutual fund, cash flow, balance sheet, finance, college aid, loan