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Individuals/ Families

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

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Business Owners

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

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

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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.

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Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.