Bob Furlong - Park Avenue Securities, Bulfinch Group

Bob Furlong - Park Avenue Securities, Bulfinch Group

Bob Furlong, Financial Advisor - Park Avenue Securities and The Bulfinch Group-talks about his family business and moving to financial advising and exit planning. He expanded his family business - Copley Flair - to 4 locations and ran it for 15...
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WINNING Business Radio, hosted by Kevin Hallinan, is a live, weekly broadcast featuring interviews with business owners, executives, advisors and authors who are experts in their fields. We discuss topics including legal, accounting, finance,...

Beschreibung

vor 3 Jahren
Bob Furlong, Financial Advisor - Park Avenue Securities and The
Bulfinch Group-talks about his family business and moving to
financial advising and exit planning.

He expanded his family business - Copley Flair - to 4 locations and
ran it for 15 years, exiting in 2011 to begin his Wealth Management
practice. He helps individuals, families, and businesses develop
and achieve mid and long-term financial goals. He holds the
prestigious Certified Exit Planner designation (CExP).

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