Clear & Objective
Investment Solutions
Holistic Wealth Management Made Simple
At The Bulfinch Group, we go beyond traditional wealth management. Our team of advisors helps individuals, families, and business owners create clear, actionable strategies to grow and protect their wealth—so you can focus on what matters most.
Let’s build your financial future, together.
How Can We Help?
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Financial Planning
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Investment Management
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Retirement Needs Analysis
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Cash Flow / Budget Review
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Estate Planning Services
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Sucession Planning
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Protection Planning
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Charitable Gift Guidance
Our Practice
We are located at 160 Gould Street, Needham Heights MA, 02494
Our Services
With a team full of experts, we offer a wide range of services for all aspects of your financial planning journey. From retirement planning to wealth transfer advice, we have everything you need to provide financial stability.
A Dynamic Team -Based Process
An approach that includes you, relevant family members, our team and coordination with outside professionals.
