What departments does The Bulfinch Group have?

The Bulfinch Group has employees across 7 departments including Education, Finance, Legal, Operations, Sales.

What is the largest department at The Bulfinch Group?

The largest department at The Bulfinch Group is Finance with 12 employees.

Where are The Bulfinch Group employees located globally?

The Bulfinch Group has employees across 2 continents and 2 countries including Spain, United States Of America.

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

The Bulfinch Group's team has grown from approximately 116 to 118 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
186

United States Of America
186

Europe
1

Spain
1

The Bulfinch Group's Leadership

J. O.
Partner And Senior Vice President
Mobile Phone
Email
M. L.
Principal
Mobile Phone
Email
A. B.
Financial Representative
Mobile Phone
Email
A. M.
Financial Advisor
Mobile Phone
Email
B. L.
Financial Professional
Mobile Phone
Email
C. P.
Compliance Officer And Department Head For Investments Area
Mobile Phone
Email
D. A.
Insurance Agent
Mobile Phone
Email
D. F.
Financial Professional
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

Location

Last Update

J. O.
Partner And Senior Vice President
Mobile Phone
Email
Oct 16, 2024
M. L.
Principal
Mobile Phone
Email
Oct 16, 2024
A. B.
Financial Representative
Mobile Phone
Email
Oct 09, 2025
A. M.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
B. L.
Financial Professional
Mobile Phone
Email
Oct 22, 2024
C. P.
Compliance Officer And Department Head For Investments Area
Mobile Phone
Email
Oct 22, 2024
D. A.
Insurance Agent
Mobile Phone
Email
Oct 17, 2024
D. F.
Financial Professional
Mobile Phone
Email
Oct 23, 2024
K. B.
Agency Operations Support Specialist
Mobile Phone
Email
Oct 21, 2024
L. J. A.
Insurance Salesperson
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is The Bulfinch Group known for?

The Bulfinch Group was founded in 1994 and operates in the Financial Services industry. You can contact The Bulfinch Group's 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 FirstLast@bulfinchgroup.com. 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 130 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

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

Partner And Senior Vice President: J. O.
Principal: M. L.
Financial Representative: A. B.
Financial Advisor: A. M.
Financial Professional: B. L.

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The Bulfinch Group Employee Directory

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