The Bulfinch Group Email Formats
Financial Services • 
Needham, Massachusetts, United States • 101-200 Employees
The Bulfinch Group Email Formats
The Bulfinch Group uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@bulfinchgroup.com), used 55.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bulfinchgroup.com | 65.6% |
{first initial}.{last name} | j.doe@bulfinchgroup.com | 25.4% |
{first initial}_{last name} | j_doe@bulfinchgroup.com | 3% |
{first name}{last name} | johndoe@bulfinchgroup.com | 3% |
Key Contacts at The Bulfinch Group
Douglas Reiss
Associate General Agent | Recruiting Director
Peter Klay
Managing Director
Marshall Dodge
Director Of Retirement Plans
Dick Howell
Helping Individuals, Families And Business Owners Achieve Financial Balance And Independence
Leigh Mccloskey
Director Of Client Relations/Financial Advisor
Justin Plourde
Director Of Investment Operations
Fawn Sherman
Director Of Operations
John Akoury
Director Of Training
Jennifer Morse
Director Of Client Relations For Michael Hertz
Nathalia Fernandes
Director Of Client Relations
Company overview
| Headquarters | 160 Gould Street, Suite 310, Needham, MA 02494, US |
| Phone number | +17814494402 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Insurance, College Planning, Retirement Planning, Wealth Management, Business Benefits, Financial Strategies, Holistic Planning |
| Founded | 1994 |
| Employees | 101-200 |
| Socials |
About The Bulfinch Group
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
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
The Bulfinch Group has 84 employees across 9 departments.
Departments
Number of employees
Funding Data
The Bulfinch Group has never raised funding before.
The Bulfinch Group Tech Stack
Discover the technologies and tools that power The Bulfinch Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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