What departments does The Bulfinch Group have?

The Bulfinch Group has employees across 7 departments including Program & Project Management, Marketing, Recruiting, Operations, Business.

What is the largest department at The Bulfinch Group?

The largest department at The Bulfinch Group is Finance with 19 employees.

Where are The Bulfinch Group employees located globally?

The Bulfinch Group has employees across 3 continents and 3 countries including Israel, Spain, United States Of America.

How has The Bulfinch Group's team size changed over time?

The Bulfinch Group's team has decreased from approximately 116 to 106 employees based on available data.

The Bulfinch Group Employee Directory

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.

The Bulfinch Group Global Highlights

North America
176

United States Of America
176

Asia
1

Israel
1

Europe
1

Spain
1

The Bulfinch Group's Leadership

G. G.
Vp Of Wealth Management
Mobile Phone
Email
C. T.
Vice President Of Marketing
Mobile Phone
Email
S. M.
President
Mobile Phone
Email
T. H.
Partner / Senior Vice President
Mobile Phone
Email
K. S. S.
Partner/Executive Vice President
Mobile Phone
Email
J. O.
Partner And Senior Vice President
Mobile Phone
Email
D. D. A.
Vice President, Senior Project Manager
Mobile Phone
Email
C. P.
Compliance Officer And Department Head For Investments Area
Mobile Phone
Email

The Bulfinch Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Recruiting
Community & Social Services
Sales
Business
Other

Contact profiles from The Bulfinch Group

Name

Title

Contact Info

Location

Last Update

T. H.
Partner / Senior Vice President
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026
S. M.
President
Mobile Phone
Email
United StatesMassachusetts
Mar 25, 2026
K. S. S.
Partner/Executive Vice President
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026
J. O.
Partner And Senior Vice President
Mobile Phone
Email
Oct 16, 2024
D. D. A.
Vice President, Senior Project Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
G. G.
Vp Of Wealth Management
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026
C. T.
Vice President Of Marketing
Mobile Phone
Email
United StatesMassachusetts
Dec 18, 2024
C. P.
Compliance Officer And Department Head For Investments Area
Mobile Phone
Email
Oct 22, 2024
E. M.
Director Of Talent Acquisition
Mobile Phone
Email
United StatesMassachusetts
Apr 27, 2026
P. K.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026

Frequently Asked Questions

What is The Bulfinch Group known for?

The Bulfinch Group was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 160 Gould Street Suite 310 Needham, Massachusetts United States; you can contact the main corporate office by phone at

+1-781-449-****

. Explore The Bulfinch Group's company overview page for more information.

What is The Bulfinch Group's most common email format?

The Bulfinch Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Bulfinch Group email formats with LeadIQ.

How many employees does The Bulfinch Group have currently?

The Bulfinch Group has approximately 129 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are The Bulfinch Group's key employees and leadership?

As of June 2026, The Bulfinch Group's key employees include:

Vp Of Wealth Management: G. G.
Vice President Of Marketing: C. T.
President: S. M.
Partner / Senior Vice President: T. H.
Partner/Executive Vice President: K. S. S.

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The Bulfinch Group Employee Directory

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