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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 firms 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...
Financial strategies,holistic planning,wealth management,business benefits,investments,retirement planning,insurance,and college planning
The bulfinch group operates in the Financial services industry.
The bulfinch group's revenue is 11m - 100m
The bulfinch group has 51 - 200 employees.
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