The Bulfinch Group
Categories
InsuranceEmployee Benefits & ConsultantsFinancial Services
About Us
Headquartered in Needham MA with offices throughout New England, The Bulfinch Group is a financial services and investment firm dedicated to ensuring that our clients -- individuals, families and businesses -- reach their maximum wealth potential and financial goals. We offer extensive experience and world class service focusing on understanding our clients' unique dreams and aspirations and implementing comprehensive strategies to help them build and preserve wealth. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting advisors, The Bulfinch Group provides comprehensive financial strategies that best address the unique financial concerns, goals and objectives of the client. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.
Highlights
Rep/Contact Info
Matthew Berard
