Colin Gleason
Underwriting Account Service Associate @Zurich North America
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WORK HISTORY
Underwriting Account Service Associate @Zurich North America
Boston, MA, US
EDUCATION
Elon University
Bachelor's degree
ABOUT COLIN GLEASON
My name is Colin Gleason, a financial representative partnered with the Bulfinch Group. My mission is to help professionals navigate their financial goals and empower them to achieve financial confidence.From simple organization to comprehensive planning, I provide personalized strategies for professionals and business owners so they can preserve, protect, and grow their financial wellbeing.After years of managing my own portfolios and learning from a family of business owners, I am passionate about teaching others how to create and build upon a solid financial foundation. Whether it be efficient asset allocation, cash flow management, or insurance protection, I seek to educate clients on techniques that will set them up for a prosperous future and stress free financial situation.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of 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. 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 DPM 9/24/24/COMPLIANCE:20••••05/
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