Topsfield, MA Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

58 Main Street

Topsfield MA 01983

Advisors at this office

2

Advisors at this office

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John B

Series 63, Series 65

Topsfield, MA

Guardian Life

John Balzer is a financial advisor with Primerica Advisors in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Guardian Life Insurance Company and Park Avenue Securities since 2013. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John A

CFP®, Series 66

Topsfield, MA

Guardian Life

John Akoury is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked with these firms since 2014 and holds a Series 66 license. Outside of his primary advisory roles, he is involved in offering insurance products apart from those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies and offers a hybrid digital advisory solution called VestWise™.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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