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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

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.