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 firm’s 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 of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. 

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 a 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.  2023-152951 Exp 3/25

Insurance

Investment Management

The Bulfinch Group

Peter A. Klay

Sara Letourneau

Dylan Grocer

Justin Plourde

Nathalia Fernandes

John Brady

Gracio Garcia

Fawn Sherman

Douglas Reiss

Dorsy Hayes

Caroline Bonnar Christiano

Seth Medalie

The Operations and Client Relations Team at The Bulfinch Group ensures seamless internal processes and exceptional service delivery to clients. Responsibilities include overseeing daily operational functions, compliance and regulatory adherence, managing brokerage activities, fostering strong client relationships, and coordinating leadership services. The team aims to uphold the company's core values of integrity, collaboration, and community commitment.

Operations and Client Relations Team

Financial Advisory and Representation Team

Investment Operations Team

Operations and Client Relations Team

About

Team members

Other teams at The Bulfinch Group

Financial Advisory and Representation Team

Investment Operations Team