The Bulfinch Group: Detailed Company Information & Corporate Profile

Contact top employees from The Bulfinch Group

Summary

The Bulfinch Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Needham Heights, Massachusetts, USA. The number of employees ranges from 25 to 100. The annual revenue of The Bulfinch Group varies between 50M and 100M. To connect with The Bulfinch Group employee register on SignalHire.

The Bulfinch Group Websitebulfinchgroup.com
Phone Number781-449-4402
Industries
The Bulfinch Group Headquarters address160 Gould Street, Needham, MA, 02494 US
Company Size100-200 employees
Specialtiesfinancial strategies, holistic planning, wealth management, business benefits, investments, retirement planning, insurance, college planning
SIC Code6199
DMA CodeGreater Boston
Founded1994
Estimated Annual Revenue$50M - 100M
Operating StatusIndependent Company

Estimated Website Traffic

The chart shows a decline in traffic to the bulfinchgroup.com website. In April, traffic decreased to 1208, compared to 1259 in the previous month. The highest traffic in 2026 was recorded in February, reaching 1349 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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The Bulfinch Group's workforce includes employees across a wide range of tenure levels.

3% have been with the company for less than 1 year6% have been with the company for 1 to 2 years6% have been with the company for 3 to 4 years9% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years62% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from The Bulfinch Group
Justin Plourde
Justin PlourdeHead of Agency Technology
Email (2)
j************e@bulfinchgroup.com , p************n@gmail.com
Phone (1)
+1-***-***-4189
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Jennifer Keyes
Jennifer KeyesNew Business Coordinator for Guardian Life and Disability Insurance
Phone (1)
+1-***-***-1277
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Dick Howell
Dick HowellHelping individuals, families and business owners achieve financial balance and independence
Email (4)
h*********k@staples.com , h****l@staples.com , r***********l@bulfinchgroup.com , ...
Phone (1)
+1-***-***-3407
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Kevin Schneider
Kevin SchneiderPartner/Executive Vice President
Email (4)
k***@hotmail.com , k***@gmail.com , k***@yahoo.com , ...
Phone (2)
+1-480-***-**38 , +1-323-***-**98
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Kellie Jenkins
Kellie JenkinsTalent Acquisition Team Coord
Phone (1)
+1-***-***-1195
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John Jake Akoury
John Jake AkouryDirector of Training
Email (3)
j*********y@glic.com , j*****y@bulfinchgroup.com , j*****y@bu.edu
Phone (1)
+1-***-***-4732
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Leigh McCloskey
Leigh McCloskeyWealth Management Advisor
Email (2)
l************y@bulfinchgroup.com , l********9@gmail.com
Phone (1)
+1-***-***-9764
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Gary Frawley
Gary FrawleyRegistered Representative
Email (4)
f***@yahoo.com , f***@hotmail.com , f***@aol.com , ...
Phone (3)
+1-520-***-**57 , +1-205-***-**92 , ...
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Thomas Schlager
Thomas SchlagerFinancial Professional
Email (2)
s***@pennmutual.com , s***@gmail.com
Phone (3)
+1-623-***-**48 , +1-909-***-**98 , ...
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Jim Bricker
Jim BrickerFinancial Advisor
Phone (1)
+1-***-***-1465
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Aidan Webb
Aidan WebbFinancial Services Intern
Email (4)
a***@gmail.com , a***@yahoo.com , w***@aol.com , ...
Phone (2)
+1-205-***-**88 , +1-870-***-**18
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Caitlyn Blecher
Caitlyn BlecherAssociate Recruiter
Email (4)
c***@garageclothingny.com , c***@pilgrimdaycamp.org , b***@hotmail.com , ...
Phone (3)
+1-323-***-**40 , +1-205-***-**04 , ...
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Matthew Grabowski
Matthew GrabowskiFinancial Advisor
Email (4)
m***@hotmail.com , m***@gmail.com , m***@aol.com , ...
Phone (2)
+1-909-***-**90 , +1-520-***-**56
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Ray Caushaj
Ray CaushajFinancial Representative
Email (3)
c***@mass.gov , c***@gmail.com , r***@hotmail.com
Phone (4)
+1-870-***-**08 , +1-480-***-**21 , ...
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Michael Wegerbauer
Michael WegerbauerFinancial Specialist
Phone (1)
+1-***-***-5253
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Jenny Hallström
Jenny HallströmFinancial Advisor/Investment Operations Manager
Email (3)
j**************m@bulfinchgroup.com , j*************m@gmail.com , j**************m@hotmail.com
Phone (1)
+1-***-***-2916
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The Bulfinch Group Corporate Information: FAQ

The Bulfinch Group operates in the Finance industries. More details can be found on the official website: bulfinchgroup.com.
The headquarters of The Bulfinch Group are located in Needham, United States.
You can contact The Bulfinch Group by phone at 781-449-4402.
The Bulfinch Group currently employs 100-200 people.
The Bulfinch Group's revenue is approximately 78.6M.

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