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WEALTH MANAGEMENT. REDEFINED.

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. 

Our Firm

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.

Our Values

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.

Our Approach

Our Professionals

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

Meet Our Professionals

Our Resources

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

Go to Our Resource Center

Spend it now,
or save it for tomorrow?

Play the Cash Stash Dash

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

 

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

Robert Kiyosaki

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