The Bulfinch Group provides financial services, including wealth management solutions for individuals, families, and businesses.

The Bulfinch Group

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President

Seth Medalie

Partner/Executive Vice President

Kevin Schneider

Partner / Senior Vice President

Thomas Harmon

Assistant Director of New Business / New Business Case Manager

Christine Syner

Recruiting Director

Douglas Reiss

Managing Director

Erik Johnson

Director of Operations

Fawn Sherman

Banking and Wealth Management

Gracio Garcia

Director of Training

John Akoury

Director of Investment Operations

Justin Plourde

Martin F. Lowenthal

Financial Representative

Banking Companies With Less Than $1B in Revenue (Top 10K)

East Coast Financial Services Companies (Top 10K)

New England Companies With More Than $10M in Revenue (Top 10K)

Northeastern US Consulting Companies (Top 10K)

The Bulfinch Group is an independent financial services and wealth management firm in Massachusetts.

Needham

Massachusetts

United States

North America

Serbia

Europe

Brazil

South America

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The Bulfinch Group provides wealth management services, including strategies for growing and preserving wealth, and offers products such as life insurance and investment advisory services.

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The Bulfinch Group