Minutes from fast moving Boston and nestled in quiet Norfolk County, Needham offers New Englanders the neighborly benefits of suburban life. Many Needham residents work in Boston and travel to and from the city Monday through Friday via the Commuter Rail. Though Boston by way of its size and scale provides a wide range of things to see and do including but not limited to games at Fenway Park and the TD Garden, shopping at Quincy Market at Faneuil Hall, and sightseeing along Boston Common, those who call Needham home love frequenting its many restaurants, cafes, and parks. Additionally, Needham public schools are highly respected making it a worthy city to raise a family. When it comes to small town living, you need not overlook Needham. We know that firsthand.

The Bulfinch Group Needham team – we call ourselves Bulfinchers – is comprised of financial advisors, insurance professionals, wealth managers, and business planners adhering to the highest possible standards with an ultimate goal in mind - to make a lasting, positive impact in our client’s lives as well as in our cherished Needham community.

Whether a client is getting married, starting a family, interested in insurance protections, mulling a home purchase, or keeping an eye on the retirement horizon, The Bulfinch Group is ready to help. We offer a holistic approach to financial and insurance planning, which goes beyond the commonly accepted needs-based philosophy and focuses more on minimizing liability, maximizing growth and preparing against the unexpected.

Bulfinchers live our values every day, which is represented through our commitment to philanthropy. The Bulfinch Group Charitable Foundation raises and distributes funds to non-profit organizations nominated by Bulfinch Associates and approved by its Board. The Bulfinch Group Charitable Foundation has awarded nearly $600,000 to over 65 non-profits including Riverside Community Care’s Trauma Center, Beth Israel Deaconess-Needham Hospital, Children’s Hospital Boston, and the Red Sox Foundation.

To learn more about how The Bulfinch Group can help put you on a path toward financial balance, please call or email us.