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Insights

Growing Client Base The Bulfinch Group has been actively expanding its team, hiring new financial representatives and affiliates, indicating a focus on increasing its client portfolio and market reach within the Greater Boston area and beyond.

Community Engagement The company's partnership with initiatives like WomensWorth and collaborations with organizations such as FreedomWorks suggest an opportunity to connect with socially conscious and community-focused clients who value corporate social responsibility.

Digital Presence Utilizing advanced tech tools such as Cloudflare Bot Management, JSON-LD, and Hotjar indicates a modern digital approach, providing a platform to engage digitally savvy customers and optimize online marketing efforts.

Financial Strength With revenue estimates between $100 million and $250 million and a strong team, The Bulfinch Group demonstrates robust financial health, making it a reliable partner for high-net-worth individuals and institutions seeking comprehensive financial and investment advice.

Market Positioning As an independent firm affiliated with Guardian Life Insurance, The Bulfinch Group is well-positioned to leverage its insurance and investment expertise to attract clients looking for personalized and relationship-driven financial solutions.

The Bulfinch Group Tech Stack

The Bulfinch Group uses 8 technology products and services including accessiBe, Facebook Pixel, Cloudflare CDN, and more. Explore The Bulfinch Group's tech stack below.

  • accessiBe
    Accessibility
  • Facebook Pixel
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Bentley
    Design
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • HSTS
    Security

Media & News

The Bulfinch Group's Email Address Formats

The Bulfinch Group uses at least 1 format(s):
The Bulfinch Group Email FormatsExamplePercentage
FirstLast@bulfinchgroup.comJohnDoe@bulfinchgroup.com
51%
First.Last@bulfinchgroup.comJohn.Doe@bulfinchgroup.com
21%
First_Last@bulfinchgroup.comJohn_Doe@bulfinchgroup.com
15%
FLast@bulfinchgroup.comJDoe@bulfinchgroup.com
13%

Frequently Asked Questions

Where is The Bulfinch Group's headquarters located?

Minus sign iconPlus sign iconThe Bulfinch Group's main headquarters is located at 160 Gould Street Suite 310 Needham, Massachusetts United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is The Bulfinch Group's phone number?

Minus sign iconPlus sign icon You can contact The Bulfinch Group's main corporate office by phone at
+1-781-449-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Bulfinch Group's official website and social media links?

Minus sign iconPlus sign iconThe Bulfinch Group's official website is bulfinchgroup.com and has social profiles on LinkedIn.

What is The Bulfinch Group's NAICS code?

Minus sign iconPlus sign iconThe Bulfinch Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Bulfinch Group have currently?

Minus sign iconPlus sign iconAs of June 2026, The Bulfinch Group has approximately 129 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vp Of Wealth Management: G. G.Vice President Of Marketing: C. T.President: S. M.. Explore The Bulfinch Group's employee directory with LeadIQ.

What industry does The Bulfinch Group belong to?

Minus sign iconPlus sign iconThe Bulfinch Group operates in the Financial Services industry.

What technology does The Bulfinch Group use?

Minus sign iconPlus sign iconThe Bulfinch Group's tech stack includes accessiBeFacebook PixelCloudflare CDNOpen GraphBentleyFont AwesomeJSON-LDHSTS.

What is The Bulfinch Group's email format?

Minus sign iconPlus sign iconThe Bulfinch Group's email format typically follows the pattern of FirstLast@bulfinchgroup.com. Find more The Bulfinch Group email formats with LeadIQ.

When was The Bulfinch Group founded?

Minus sign iconPlus sign iconThe Bulfinch Group was founded in 1994.

The Bulfinch Group

Financial ServicesMassachusetts, United States51-200 Employees

The Bulfinch Group is an independent financial services and investment management firm based in Needham, Massachusetts, serving the Greater Boston area since 1994. It provides personalized financial advice and investment management to individuals, families and business owners. The firm operates as an Agency of The Guardian Life Insurance Company of America, with securities, products and advisory services offered through Park Avenue Securities LLC, a Guardian subsidiary; The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance is offered through The Bulfinch Group Insurance Agency, LLC, an affiliate; The Bulfinch Group, LLC is not licensed to sell insurance and is not a registered investment advisor. The company has 51 to 200 employees and is located at 160 Gould Street, Suite 310, Needham, Massachusetts, United States.

Section iconCompany Overview

Headquarters
160 Gould Street Suite 310 Needham, Massachusetts United States
Phone number
+1-781-449-****
Website
bulfinchgroup.com
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    The Bulfinch Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    The Bulfinch Group's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    G. G.
    Vp Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Vice President Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Partner / Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S. S.
    Partner/Executive Vice President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    G. G.
    Vp Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Vice President Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Compliance Officer And Department Head For Investments Area
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M.
    Director Of Talent Acquisition
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. K.
    Managing Director
    Phone icon
    Mobile Phone

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