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Individuals/ Families
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreBusiness Owners
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreMedical Professionals
Our energy is spent on helping the medical community wade through the myriad of options to find balance between personal planning and keeping a practice running smoothly.
Learn MoreUnderstanding 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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