About His Practice: Michael L. Elcock is a Financial Advisor at The Bulfinch Group with 25 years in the financial services industry. The Bulfinch Group, a financial services and insurance advisory firm located in suburban Boston, provides comprehensive insurance and investment services to individuals, families, and businesses that are seeking to integrate the many aspects of their personal economy. Michael is a repeat qualifier and life member of the Million dollar Round Table (MDRT), a designation reserved for the top financial service and life insurance professionals worldwide.
Client Commitment: Michael takes a "holistic" approach to client relationships, evaluating all facets of a person’s financial picture. Once the client’s philosophy and the process they use to make financial decisions is understood, he then designs a custom financial program to meet the client’s needs. Using this approach, Michael has been able to establish long-term relationships building upon mutual trust and communication, helping clients to develop and retain wealth.
Professional Experience: Prior to joining The Bulfinch Group, Michael was affiliated with Phoenix Financial Associates in Boston. He is the recipient of the Ray B. Green Scholarship Award for CLU©, ChFC© for success in business and community involvement. His other activities include:
- Member of National Association of Insurance and Financial advisors (NAIFA)
- Chair subcommittee for Life Insurance on the NAIFA Mass Government Relations Committee
- Member of Association of Advanced Life Underwriting (AALU)
- President at Longwood Cricket Club, Chestnut Hill
- State chair for IFAPAC
Michael graduated from the University of New Hampshire with a B.A. in Psychology and resides in Needham, MA with his wife Lise and three adult sons
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.