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About Us Our Team Our Services Our Approach
 

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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Careers

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

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Medical Professionals

Our energy is spent on helping the medical community wade through the myriad of options to find balance between personal planning and keeping a practice running smoothly.

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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

When Couples Know TV Over Finances

When Couples Know TV Over Finances

Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.