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Based in the Greater Boston area, The Bulfinch Group is an independent financial services and wealth management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. Headquartered at 160 Gould Street in Needham, MA, Bulfinch serves communities throughout New England. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm`s core values which include a philosophy of caring, building collaborative relationships, and being a concerned corporate citizen within the communities we serve. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. We encourage a collaborative environment that strives to enhance existing relationships, discover and build new ones, and help everyone we meet live the best life possible. We deliver nothing short of excellence. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. We promise to be the “Best at Getting Better.” The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2018-62136 Exp 6/20
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