Massachusetts insurance agency William Palumbo Insurance Agency said it has partnered with The Bulfinch Group, a financial services firm in the state, to offer its P&C clients access to Bulfinch’s wealth planning tools.
Personal and business clients of William Palumbo Agency will have access to Guardian Life’s wealth aggregation tools, including The Living Balance Sheet, Guardian’s electronic wealth organizational platform.
“We are extremely pleased to be entering into this strategic alliance with The Bulfinch Group” said John M. LaRocca, president and CEO of William Palumbo Agency.
Topics Mergers & Acquisitions
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