The Bulfinch Group Employee Directory

Q: What is The Bulfinch Group known for?

The Bulfinch Group was founded in 1994. The Bulfinch Group operates in the Financial Services industry.

Q: How many employees does The Bulfinch Group have currently?

The Bulfinch Group has approximately 133 employees.

Financial ServicesUnited 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

Find The Bulfinch Group employees' phone numbers or email addresses

The Bulfinch Group Global Highlights

North America
182

United States Of America
182

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
J. P.
Head Of Agency Technology
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. A.
Vice President, Senior Project Manager
Mobile Phone
Email

Contact profiles from The Bulfinch Group

Name

Title

Contact Info

Location

Last Update

K. R.
Manager - Wakefield Office
Mobile Phone
Email
United StatesMassachusetts
May 07, 2024
M. L.
Principal
Mobile Phone
Email
Oct 16, 2024
D. G.
Managing Associate
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
J. R.
Financial Advisor, Park Avenue Securities
Mobile Phone
Email
United States
Jun 03, 2025
E. M.
Executive Talent Acquisition Specialist
Mobile Phone
Email
United StatesMassachusetts
Oct 20, 2025
C. M.
Financial Representative
Mobile Phone
Email
United States
Apr 30, 2025
G. C.
Financial Services Representative
Mobile Phone
Email
United StatesMassachusetts
Oct 09, 2025
T. F.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
M. S.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 15, 2025
M. D.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 26, 2025

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 133 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of October 2025, The Bulfinch Group's key employees include:

Vp Of Wealth Management: G. G.
Vice President Of Marketing: C. T.
President: S. M.
Head Of Agency Technology: J. P.
Partner / Senior Vice President: T. H.

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