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
- mo****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bulfinchgroup.com
- Keywords
- financial strategies, holistic planning, wealth management, business benefits, investments, retirement planning, insurance, college planning.
- HQ
- Needham, MA
The Bulfinch Group Questions
The Bulfinch Group's helpline number is (207) 797-5680
The Bulfinch Group's website is bulfinchgroup.com
The Bulfinch Group's LinkedIn profile is https://www.linkedin.com/company/the-bulfinch-group
The Bulfinch Group has
138 employees.
View email and phone details for 138
employees at The Bulfinch Group.
The Bulfinch Group's industry is
Financial Services
The Bulfinch Group's top competitors are
Pwc,
Fidelity Investments,
Hub Wealth Strategies,
Bulfinch Strategies Group,
Baystate Financial,
Guardian Life,
Northwestern Mutual,
Naifa,
The Bullfinch Group,
Bulfinch.
The Bulfinch Group's support email address is moreinfo@bulfinchgroup.com
The Bulfinch Group's categories are Financial Services
The Bulfinch Group's founding year is 1994
