The Bulfinch Group Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen.

The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture.

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 a 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. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

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The Bulfinch Group Global Highlights

North America
250

United States Of America
249
Canada
1

Europe
3

Spain
2
Italy
1

The Bulfinch Group's Leadership

C. B. C.
Vice President Of Marketing
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C. T.
Vice President Of Marketing
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S. M.
President
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M. G.
President
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D. N.
Financial Representative, ChFC
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J. O.
Partner And Senior Vice President
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K. S. S.
Partner/Executive Vice President
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T. H.
Partner / Senior Vice President
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Contact profiles from The Bulfinch Group

Name

Title

Contact Info

Location

Last Update

S. M.
President
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Email
United StatesMassachusetts
Oct 23, 2024
M. G.
President
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United StatesMassachusetts
Oct 23, 2024
D. N.
Financial Representative, ChFC
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United StatesMassachusetts
Oct 23, 2024
J. O.
Partner And Senior Vice President
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Oct 16, 2024
K. S. S.
Partner/Executive Vice President
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United StatesMassachusetts
Oct 18, 2024
T. H.
Partner / Senior Vice President
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Email
United StatesMassachusetts
Oct 21, 2024
C. B. C.
Vice President Of Marketing
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Email
United StatesMassachusetts
Oct 21, 2024
C. T.
Vice President Of Marketing
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Email
United StatesMassachusetts
Oct 16, 2024
C. M.
Assistant Vice President-Senior Asset Manager
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Email
United StatesMassachusetts
Oct 17, 2024
C. P.
Compliance Officer And Department Head For Investments Area
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Email
Oct 22, 2024

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, MA 02494 US; 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 138 employees as of November 2024. These team members are located across 2 continents, including North AmericaEurope.

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

As of November 2024, The Bulfinch Group's key employees include:

Vice President Of Marketing: C. B. C.
Vice President Of Marketing: C. T.
President: S. M.
President: M. G.
Financial Representative, ChFC: D. N.

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