Blog
WHY I AM A FINANCIAL ADVISOR AT THE BULFINCH GROUP
I am lucky, I have the opposite of a “thankless” job; I am in a profession where my clients are extremely thankful for what I and my team do for them. Helping families, individuals and businesses build and preserve wealth...
Read More
VIDEO - 1st ANNUAL CHILI COOKOFF
There were plenty of surprises at The Bulfinch Group’s Chili Cookoff. Nearly 50 chili enthusiasts gathered in teams to create their own chili specialty before the healthy competition took over. Nine teams worked enthusiastically...
Read More
VIDEO - 12th ANNUAL CHARITABLE FOUNDATION GOLF TOURNAMENT
The Bulfinch Group Charitable Foundation held its 12th annual charity golf tournament at The Golf Club at Sacconnesset, Falmouth, MA. This annual golf tournament is a fundraiser for The Bulfinch Group Charitable Foundation which...
Read More
VIDEO - EMPOWERING WOMEN
WomensWorth Founder Amy Lampert, a Financial Advisor with The Bulfinch Group, is on a mission to empower women to be masters of their financial destinies through education on the complicated topic of money. Her goal is to help create...
Read More
HOW COACHING BASKETBALL PREPARED ME FOR A CAREER IN FINANCIAL SERVICES
When I made my professional pivot from the world of collegiate athletics into the business world, I knew that I was looking for three things: Culture, Opportunity, and Mentorship. I got a lot of great advice and totally agreed that...
Read MoreShow All
VIDEO - FAMILY MATTERS
Bulfinch Group Financial Advisors Mike and Zvi Shtifer reflect on their father-son team and what it means to be part of The Bulfinch Group. This intergenerational team discuss values, trust, and understanding what matters most.
Read MoreVIDEO - LIVE LIFE FULLY
Brian McGrath, Financial Advisor at The Bulfinch Group, explains with his clients, the unique dynamics and goals of working with an entire family. Brian’s mission is to help each family member experience a sense of financial...
Read More