Founded in 1994, The Bulfinch Group is a wealth management firm that provides financial planning, insurance, investment, and advisory services to individuals, families, and business owners. The firm operates as a general agency of The Guardian Life Insurance Company of America. Their stated mission is to be a resource for their clients, helping them achieve financial security and prosperity through a holistic and personalized approach to financial planning, encompassing risk management, wealth accumulation, retirement planning, and estate planning.

Founded in

United States