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The Bulfinch Group

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Facts about The Bulfinch Group

Description
We are committed to providing a redefined approach to wealth management. Our comprehensive, holistic approach has assisted generations of...
Website
bulfinchgroup.com
HQ Location
Needham, MA, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of The Bulfinch Group

X
Facebook
@bulfinchgroup
Linkedin
@the-bulfinch-group

The Bulfinch Group employees

Kevin Schneider avatar
Kevin Schneider
Partner/Executive Vice President
Thomas Harmon avatar
Thomas Harmon
Partner / Senior Vice President
Leigh McCloskey avatar
Leigh McCloskey
Director of Client Relations/Financial Advisor
Erik Johnson avatar
Erik Johnson
Managing Director
Nathalia Fernandes avatar
Nathalia Fernandes
Director Of Client Relations
Douglas Reiss avatar
Douglas Reiss
Recruiting Director
Christine Syner avatar
Christine Syner
Assistant Director of New Business / New Business Case Manager
Justin Plourde avatar
Justin Plourde
Director of Investment Operations
Gracio Garcia avatar
Gracio Garcia
Director of Investments, AIF
John Akoury avatar
John Akoury
Director of Training
Peter Klay avatar
Peter Klay
Managing Director
Fawn Sherman avatar
Fawn Sherman
Director Of Operations
Jessica Barry avatar
Jessica Barry
Executive Assistant
William Herbert avatar
William Herbert
Financial Representative
Yan Katz avatar
Yan Katz
Financial Representative
Jonathan Barnett avatar
Jonathan Barnett
Wealth Management Advisor
Bob Furlong avatar
Bob Furlong
Financial Advisor, Park Avenue Securities
Andrew Altenbach avatar
Andrew Altenbach
Financial Advisor
Amy Lampert avatar
Amy Lampert
Financial Advisor
Jenny Hallstroem avatar
Jenny Hallstroem
Financial Advisor/Investment Operations Manager
Peter Leddy avatar
Peter Leddy
Financial Representative
Jack Reeder avatar
Jack Reeder
Financial Advisor, Park Avenue Securities
Julie Doucette avatar
Julie Doucette
Financial Specialist
Jordan Ellerbe avatar
Jordan Ellerbe
Financial Advisor
Emma Leader avatar
Emma Leader
Account Executive
Sangita Rousseau avatar
Sangita Rousseau
Financial Advisor
Catherine Kennedy avatar
Catherine Kennedy
Financial Advisor
Dick Howell avatar
Dick Howell
Helping individuals, families and business owners achieve financial balance and independence
Jim Bricker avatar
Jim Bricker
Financial Advisor
Dylan Grocer avatar
Dylan Grocer
Financial Advisor
Barry Zimmerman avatar
Barry Zimmerman
Financial Representative/Financial Advisor, Park Avenue Securities
Michael Shtifter avatar
Michael Shtifter
Financial Associate
Richard Belofsky avatar
Richard Belofsky
Financial Advisor
Yoon-Hi King avatar
Yoon-Hi King
Financial Advisor
Samuel Bohmiller avatar
Samuel Bohmiller
Financial Advisor
Connor Gallivan avatar
Connor Gallivan
Financial Advisor

Frequent questions about The Bulfinch Group

How many employees does The Bulfinch Group have?
The Bulfinch Group has approximately 51-200 employees.
What is The Bulfinch Group's industry?
The Bulfinch Group is involved in the industry of Financial Services.
Where is The Bulfinch Group's headquarters?
The Bulfinch Group's headquarters is located in Needham, MA, United States.
What is the website of The Bulfinch Group?
You may visit their official website at https://bulfinchgroup.com
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