Broker Check
Douglas A. Swartz

Douglas Swartz is a Senior Associate with The Bulfinch Group, a financial services and insurance firm located in suburban Boston. With 30+ years of experience, Doug helps individuals, families, and businesses gain control of their financial futures. He addresses each client’s goals individually, taking the time up-front to learn about their challenges and opportunities.

He designs strong, integrated financial programs to help meet clients’ needs and has established long-term relationships building upon mutual trust and communication, helping clients to develop and retain wealth.

More specifically, his mission is:

  • To help you maximize the amount of money you will have over your lifetime
  • To help you reduce your income taxes and estate taxes
  • To help you minimize your financial costs and risks
  • To provide total needs-based and value-based insurance protection

Other areas of expertise include working with small to mid-size closely-held businesses.

A few of these services include:

  • Cost Effective Employee Benefits
  • Business Continuity Planning
  • Key Person Insurance
  • Qualified and Non-Qualified Retirement Plans
  • Deferred Compensation

Doug is a graduate of The University of Denver (B.S. Business Management). A resident of the Boston area, Doug resides in Brookline with his wife Kim and children Jared and Eric.

Registered Representative of Park Avenue Securities. CA Insurance license #O811349.