What We Do
Since 1994, The Bulfinch Group has provided financial services founded on integrity, character, and a commitment to community. Our simple, cost-effective 401(k) solutions help employers and their employees retain more retirement savings through interactive education, fiduciary support, and personalized guidance from licensed Financial Professionals.
Our Mission
We offer a simple and custom, cost-effective 401(k) solution designed to ensure that both our clients and their employees retain a greater portion of their retirement savings. Our 401(k) plans are straightforward to manage, complemented by interactive educational initiatives, fiduciary assistance, and individualized support from licensed Financial Professionals.
With over 25 years of experience, our team has the expertise to craft and maintain 401(k) plans that align with your business needs and employee demographics. We believe in comprehensive, protection-first strategies that build and preserve wealth, ensuring your financial security and that of your employees.
Who are we?
We specializes in providing financial strategies that are easy to understand and implement. We build long-term relationships based on trust, giving our clients the confidence to pursue their goals and aspirations.
Our team is supported by a network of experienced financial professionals, administrative staff, and an operations team, allowing us to offer a wide range of services. By working closely with these experts, we ensure that our clients receive superior products and personalized support. We're here to help you navigate your financial journey, offering reliable guidance every step of the way.
