Broker Check

Navigating Uncertain Times

Our Commitment

Our Bulfinch culture has always been, and will always be, a culture of tolerance and compassion built on mutual respect and love for one another. At this time, we are compelled to restate our strong commitment to Inclusion and Equality for all. The Bulfinch Family is one of strong commitment to each other and our community. 

<strong>Our Firm</strong>

Our Firm

Since 1994, we have maintained a tradition of excellence for individuals, families and business owners. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, as well as in the communities in which they live.

<strong>Our Values</strong>

Our Values

Our mission at The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – Be Professional, Give Back and Have Fun – is the cornerstone of The Bulfinch Experience.

<b>Our Approach</b>

Our Approach

We offer our clients comprehensive solutions to grow and preserve wealth by redefining the wealth management process. We craft strategies so that whatever twists and turns your life may take, you and your family will be prepared and protected.

See What Our Clients & Advisors Have to Say About Us:

<b>Our Professionals&#160;</b>

Our Professionals 

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

<b>Our Resources</b>

Our Resources

Our resource center offers a spectrum of timely and informative articles that were written with you in mind.

<strong>Spend it now,&#160;or save it for tomorrow?</strong>

Spend it now, or save it for tomorrow?

Play the Cash Stash Dash

"Financial freedom is available to those
who learn about it and work for it."

Robert Kiyosaki

Tell Us How We Can Help You Today

Thank you!