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    The Bulfinch Group

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    Description

    • Based in the Greater Boston area, The Bulfinch Group is an independent financial services and wealth management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. Headquartered at 160 Gould Street in Needham, MA, Bulfinch serves communities throughout New England.The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firms core values which include a philosophy of caring, building collaborative relationships, and being a concerned corporate citizen within the communities we serve.The mission of The Bulfinch Group is to be the preeminent provider of financial services to successful individuals, families and businesses in New England. We will strive to accomplish this by offering unmatched expertise and world class service to our clients. Our focus will always be on understanding our clients dreams and aspirations, and implementing comprehensive strategies to help them build and preserve wealth. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live. We make a difference.The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. 2016-21642 Exp 4/18
    • location

      Headquarters:160 Gould Street Suite 310, Needham, Massachusetts, United States

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    • The Bulfinch Group phone

      Phone Number: +1 781-449-4402

    • The Bulfinch Group website

      Website: https://www.bulfinchgroup.com

    • The Bulfinch Group employees

      Employees:123

    • The Bulfinch Group revenue

      Revenue:$10 - 50M

    • The Bulfinch Group legal name

      Legal Name:The Bulfinch Group

    • The Bulfinch Group's Social Media

      The Bulfinch Group linkedin The Bulfinch Group facebook
    • done Is this data correct?

    • |  NAICS Code: 524210  |

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    Person level website identification

    Partner And Executive Vice President for The Bulfinch Group

    Kevin Schneider

    Partner And Executive Vice President

    Person level website visitor identification

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    View Employees

    Kevin Schneider

    Partner And Executive Vice President

    Caroline Titus

    Vice President Of Marketing

    Thomas Harmon

    Partner And Senior Vice President

    Carol Goldman

    Director Of Recruiting

    Erik Johnson

    Managing Director

    Frequently Asked Questions regarding The Bulfinch Group

    • Where are The Bulfinch Group's Headquarters?

      The Bulfinch Group's Headquarters are in 160 Gould Street Suite 310,Needham,Massachusetts,United States

    • What is The Bulfinch Group's phone number?

      The Bulfinch Group's phone number is +1 781-449-4402

    • What is The Bulfinch Group's official website?

      The Bulfinch Group's official website is https://www.bulfinchgroup.com

    • What is The Bulfinch Group's Revenue?

      The Bulfinch Group's revenue is $10 - 50M

    • What is The Bulfinch Group's NAICS code?

      The Bulfinch Group's NAICS code is 524210

    • How many employees are working in The Bulfinch Group

      The Bulfinch Group has 123 employees

    • What is The Bulfinch Group's Industry?

      The Bulfinch Group is in the industry of Financial Services

    • Who is The Bulfinch Group's Partner And Executive Vice President?

      The Bulfinch Group's Partner And Executive Vice President is Kevin Schneider

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