Meet our Team

Thomas M. Parlon, RICP, MBA

I have over 20 years of experience in the financial services industry.  As a former police officer, I am uniquely qualified to create a retirement plan that addresses your specific needs.  The retirement planning landscape has shifted dramatically, and you need a new partner to help you navigate the most important stage of your life.  The mission of Blue Line is to help guide you through whatever financial/life transitions you encounter.  As a fourth-generation police officer, I am very familiar with guiding you through the transition into retirement.

You can take comfort in the fact that I have been a proud member of the Boston/West Roxbury community for over 40 years, and therefore I have a vested interest in seeing my friends and neighbors succeed. As a loving father of two children and husband of 20 years, I have many of the same hopes and aspirations as my clients, and I am happy to share with you all the resources and information Blue Line Financial, LLC has to offer. 

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.  In addition to my 20 years of experience, I have an MBA from Northeastern University and hold the following securities licenses; series 3,7,55,63,65, as well as the following designation; RICP (Retirement Income Certified Professional).

Of course, my background isn't really the one that matters. To be the best possible investment advisor representative, I have found that getting to know my clients – their hopes, dreams, and goals for the future – is the most important step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, please let me know.

Neither Cambridge Investment Research Advisors, Inc. nor its advisers or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

Contact information:

617.365.3423 Cell

tparlon@bluelinefinancial.net