The Bulfinch Group
The Bulfinch Group

The Bulfinch Group Information

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 25M and 100M. To connect with The Bulfinch Group employee register on SignalHire.

Organization Website

bulfinchgroup.com

Phone Number

781-449-4402

Industries

Headquarters Location

160 Gould Street, Needham, MA, 02494 US

Employees Size

100-200 employees

Specialties

financial strategies, holistic planning, wealth management, business benefits, investments, retirement planning, insurance, college planning

SIC Code

6199

DMA Code

Greater Boston

Founded

1994

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Estimated Website Traffic

The chart shows a decline in traffic to the bulfinchgroup.com website. In November, traffic decreased to 1345, compared to 1489 in the previous month. The highest traffic in 2025 was recorded in July, reaching 1806 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at The Bulfinch Group shows a diverse range of experience levels:
4% have been with the company for less than 1 year13% for 1–2 years6% for 3–4 years10% for 5–7 years8% for 8–10 years58% have over 11 years of service at The Bulfinch Group
Ex-employees positions
In Company
In New Company
Contact top employees from The Bulfinch Group
Justin Plourde
Head of Agency Technology
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Jennifer Keyes
New Business Coordinator for Guardian Life and Disability Insurance
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Kevin Schneider
Partner/Executive Vice President
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Daphne Stokes
Talent Acquisition Coordinator
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John Jake Akoury
Director of Training
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Leigh McCloskey
Wealth Management Advisor
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Gary Frawley
Registered Representative
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John Brady
Associate General Agent
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Thomas Schlager
Financial Professional
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Jim Bricker
Financial Advisor
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Lee Adelson
Financial Specialist
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Christine Syner
Assistant Director of New Business / New Business Case Manager
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Brian McGrath
Financial Representative
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Michel Scheinmann
Financial Advisor
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Peter Leddy
Financial Advisor
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Jack Reeder
Financial Advisor, Park Avenue Securities
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Zvi Shtifter
Financial Advisor
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Alex Burns
Managing Associate
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Andrew Altenbach
Financial Advisor
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Jonathan Barnett
Wealth Management Advisor
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Tom Fisher
Financial Advisor
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Ken Davis
Financial Advisor, Park Avenue Securities
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Dylan Grocer
Cash Flow & Wealth Advisor
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Colby Magliozzi
Financial Representative
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Thomas Cardozo
Account Executive
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Sarah McNeil
Financial Representative Intern
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Aidan Webb
Financial Services Intern
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Erica DeSiata
Financial Representative Intern
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Matthew Grabowski
Financial Professional
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Michael Wegerbauer
Financial Specialist
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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 25.8M.

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