The Bulfinch Group

The Bulfinch Group company information, Employees & Contact Information

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a 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, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

Company Details

Employees
138
Founded
-
Address
160 Gould Street,
Phone
(207) 797-5680
Email
mo****@****oup.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Needham, MA
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News

Bulfinch Group honors Watertown resident - Wicked Local

Bulfinch Group honors Watertown resident Wicked Local

Megan Carroll joins Bulfinch Group - The Martha's Vineyard Times

Megan Carroll joins Bulfinch Group The Martha's Vineyard Times

The Bulfinch Group welcomes Roy Yehuda of Newton to firm - Wicked Local

The Bulfinch Group welcomes Roy Yehuda of Newton to firm Wicked Local

East Walpole resident joins The Bulfinch Group - Wicked Local

East Walpole resident joins The Bulfinch Group Wicked Local

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