Peter Sullivan, J.D.
Peter Sullivan brings 20 years of experience in the financial services industry, specializing in establishing qualified and non-qualified executive benefit plans. For employers, concerns are making payroll, sorting through cumbersome regulations and dealing with escalating health care costs. Peter’s depth of experience in executive benefits planning allows him to help employers successfully prioritize key employee benefits and customizes each plan around a specific set of goals and objectives. Peter’s in-depth knowledge in the qualified and non-qualified area provides a unique advantage to his clients when it comes to seamlessly-integrating these programs together.
Peter’s skills are important when OmniMed is working with medical or dental practices, as well as with hospitals to setup and service retirement programs, executive benefits programs, as well as other unique programs.
A graduate of Southeastern Massachusetts University & the Massachusetts School of Law, Peter lives in Winchester, MA with his wife and two sons. He holds Life, Accident/Health and Series 6 & 63 licenses. He is a frequent guest speaker at industry events and is active in the Boston Estate Planning Council and Society of Financial Service Professionals.
Contact Peter Sullivan today by sending a message to us at the Contact page.
Registered Representative of Park Avenue Securities LLC (PAS), supervised from 140 Kendrick Street, C-1 East, Needham, MA 02494, 781-449-4402 and a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group is not licensed to sell insurance. Guardian, its subsidiaries and its agents do not provide tax or legal advice.
PAS is a member FINRA, SIPC.