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Our Associates’ Thoughts of Being a Bulfincher

“Joining The Bulfinch Group has given me the opportunity to pursue my passion for helping others achieve their financial goals. It has also provided me with greater flexibility than my former corporate position, allowing me and my family to pursue our life goals. Becoming a Bulfincher has truly been a professional, and personal, win-win.”

- Richard Howell, 2 Years

“From the time I was introduced to The Bulfinch Group, I realized that their planning strategies and implementation were far beyond what I’d previously seen in the industry. Being a Financial Representative at the firm allows me to bring The Bulfinch Group’s breadth and depth of knowledge to each and every client. The team here is as impressive as they are genuine, and are a tremendous asset to our clients.”

- Todd Crowley, 5 Years

“Having grown up surrounded by this business, I had the privilege of speaking with my father’s clients and hearing some of their stories. When I started my first job out of college, I noticed that the planning people were doing was not consistent with what I had come to know. Even my own planning was drastically different than my peers. I entered this business to show as many people as possible that there is a better way to plan, and that through understanding different planning vehicles and creating a cohesive strategy, you can re-take control of your financial future.”

- Andrew Guyton, 5 Years
Father-Son Team (The Guyton Group)

“As a Financial Representative, it is an honor and a privilege to wake up each day and head to work - knowing that each client interaction can positively impact families for not only this year and next, but also for generations into the future. It is the ability to have such an immense impact in our client's lives that really motivates me to continue to put in the work each and every day. We have the best job in the world!”

- Dimitry Neyshtadt, 10 Years

“Being a Financial Advisor with The Bulfinch Group gives me an ideal work/life balance, and allows me to achieve my ‘worthy ideal’ which is to help professionals, families and business owners build and preserve their wealth by bringing focus and clarity to their financial lives. A career with the firm provides the ability to truly make a difference in the lives of others, while providing the quality of life and flexibility that is best for my young family’s needs. My career is exciting and entrepreneurial, with the added distinction of having a supportive work environment here at the firm.”

- Sangita Rousseau, 10 Years

“Over two decades ago, I made a career change from an engineer to a financial consultant and achieved the unthinkable: I don’t hate Mondays anymore. I truly cannot express the amount of gratitude I have when someone goes out of their way to help me with even the simplest tasks. My practice revolves around providing my clients with that same feeling, and making sure they know how much I truly appreciate them. I am grateful for the relationships my career has provided me with, as well as the flexibility I have to spend more time with my family. I genuinely look forward to coming into work every day, and I wouldn’t change a thing.”

- Boris Lokshin, 25 Years