What departments does The Bulfinch Group have?

The Bulfinch Group has employees across 4 departments including Banking, Finance, Operations, Human Resources.

What is the largest department at The Bulfinch Group?

The largest department at The Bulfinch Group is Finance with 6 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 decreased from approximately 116 to 106 employees based on available data.

Learn more at LeadIQ.com

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
187

United States Of America
187

Europe
1

Spain
1

The Bulfinch Group's Leadership

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

The Bulfinch Group Employee Metrics

100%

50%

2026

2025

Banking
Recruiting
Community & Social Services
Sales
Business
Other

Contact profiles from The Bulfinch Group

Name

Title

Contact Info

Location

Last Update

W. P.
Certified Financial Planner
Mobile Phone
Email
Oct 23, 2024
E. M.
Financial Advisor
Mobile Phone
Email
Aug 02, 2026

Frequently Asked Questions

What is The Bulfinch Group known for?

The Bulfinch Group was founded in 1994 operates in the Financial Services industry; 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 July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Partner And Senior Vice President: J. O.
Compliance Officer And Department Head For Investments Area: C. P.
Principal: M. L.
Financial Representative: A. B.
Financial Advisor: A. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

The Bulfinch Group Employee Directory

Find The Bulfinch Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead