Community Be Professional. Give Back. Have Fun. Each year, we strive to make a difference in the communities we serve. Our involvement takes many forms -- from volunteerism, to clothing and food drives, to grants and funding for vital non-profits throughout the area. Every Bulfincher is empowered to give back and we welcome all our associates’ suggestions for both volunteerism and grant-giving opportunities. Our community is the backbone of The Bulfinch Group. Our associates, our families, friends, clients and neighbors all live here. We are honored to be a part of this rich fabric of caring, compassionate people. The Bulfinch Group Charitable Foundation The Bulfinch Group Charitable Foundation is our firm’s own 501 (c)(3) charitable organization committed to enhancing the general well-being and quality of life in the communities we serve. The Foundation raises and distributes funds to non-profit organizations nominated by Bulfinch Associates which the Board of the Foundation has determined align with our mission. These organizations include health and human services, educational and cultural non-profits in communities throughout New England. To date, The Bulfinch Group Charitable Foundation has awarded nearly $250,000 to more than 50 non-profits including Riverside Community Care’s Trauma Center, Beth Israel Deaconess-Needham Hospital, Children’s Hospital Boston, and the Red Sox Foundation. How We Work Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Your FutureOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. Fundraising Many Bulfinchers are out in the community, staying fit while helping to raise awareness and funding for local non-profits that are important to them. Just in recent months, Bulfinchers took to the streets and participated in the Boston Marathon, Falmouth Road Race, the Jimmy Fund Walk, the St. Jude walk, and the Rhode Island Cystic Fibrosis Cycle for Life bike ride. Clothing and Food Drives Bulfinchers care about our community. Each year our associates dig deep and give to numerous clothing, toy, and food drives to help those in our surrounding areas. Volunteerism Many weekends, you’ll find Bulfinchers ‘out and about’ in the area volunteering at soup kitchens, senior centers, cancer and other health-related fundraisers, participating in CPR training, community fairs, school events and so much more. This spirit of community service runs deep within the firm’s culture. And Bulfinchers Have Fun!