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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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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

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?