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The Bulfinch Group

EST. AUM
$4,820,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website bulfinchgroup.com
Client types

Overview

The Bulfinch Group is a wealth management and financial services firm that works with individuals, families, and business owners to build, protect, and preserve wealth through personalized financial strategies. The firm was founded in 1994 and emphasizes a holistic, client-centered approach to financial planning and long-term financial decision-making.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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