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Bob Furlong - Park Avenue Securities, Bulfinch Group

Bob Furlong - Park Avenue Securities, Bulfinch Group
Aug 3, 2022 · 52m 46s

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 -...

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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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