Broker Check
About Us Our Team Our Services Our Approach
 

Individuals/ Families

Our experienced professionals have helped many people just like you pursue their financial objectives.

Learn More 
 

Business Owners

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Learn More 
 

Careers

Our team approach offers a range of services to provide more benefits to our clients.

Learn More 

Understanding Today's Financial Environment

The Bulfinch Group was founded in 1994 on two guiding principles – integrity and character. These principles define the firm’s core values: be professional, give back and have fun. We promote a philosophy of caring, building collaborative relationships, and being an involved corporate citizen within the communities we serve.

Contact Us 

Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?