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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...
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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Bill Cummings - Billionaire, Philanthropist, Entrepreneur, Founder of Cummings Properties, and author of “Starting Small and Making it Big”, shares his experiences from his early career to his current passion of giving away his fortune. This show is...
John Houle is founder and owner of pubic relations firm JH Communications, and marketing firm Main St. Media. John is the author of The King-Makers of Providence, a fast-paced political thriller for our time that asks: When you only play …
Jim Roche, CPA, MBA, is founder and principal of Robust Alternatives and MyCFO. Robust Alternatives performs tax services, but more importantly consults clients to discern key performance, as well as leading, indicators. When systems consistently...
