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The Bulfinch Group

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The Bulfinch Group

The Bulfinch Group The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. DG 11/20/25
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Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 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. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.

06/16/2026

⛳ One of our favorite annual traditions at The Bulfinch Group is our annual charity golf tournament benefiting The Bulfinch Group Charitable Foundation! Our 18th annual golf tournament, held on Monday, June 15th, at the beautiful Sacconnesset Golf Club brings all three of our core values to life — Be Professional, Give Back, and Have Fun. 🏌️

Each year, we love bringing together Bulfinchers, collaborators, friends, and supporters for a day filled with connection, healthy competition, and community. Through raffles, auction items, and other fun course activities, we’re able to raise money in support of The Bulfinch Group Charitable Foundation while also creating lasting memories together.

This tournament gives us all an opportunity to step away from the day-to-day, enjoy time with one another, and celebrate the incredible people who make our community so special.

Take a look at some of the great moments captured from this year’s event below! More photos will be forthcoming over the next few days so keep checking back.

If you’re exploring new opportunities and this culture sounds exciting to you, we’d love to connect. Learn more about our open roles on our website: https://www.bulfinchgroup.com/careers

05/20/2026

🎉We are thrilled to announce that Douglas Reiss has been named Partner & Principal Owner of The Bulfinch Group.

For more than 25 years, Doug has been a driving force in the financial services industry, leading with vision, integrity, and a deep commitment to developing people and building meaningful relationships. His passion for recruiting top talent, empowering advisors, and fostering a culture where individuals can thrive has made a lasting impact across our organization.

As he steps into this role, Doug will continue building on our strong foundation while guiding The Bulfinch Group into its next chapter of growth, innovation, and advisor-focused excellence.

Please join us in congratulating Doug on this well-deserved career milestone.

05/14/2026

Pink was definitely the color of the day as we celebrated two wonderful team members who are both getting ready to welcome their first baby girls! Our office baby shower was filled with sweet treats, lots of laughter, games and plenty of excitement as we showered these moms-to-be with love. We can’t wait to meet the newest little additions to our extended work family! 🎀👶

05/08/2026

🎉What an inspiring afternoon at this year’s recognition luncheon celebrating our 2025 award winners. Congratulations to our Bulfinchers! 🌟 One of the highlights of the day was hearing from guest speaker Dr. Kevin Elko. His message challenged us to think differently about how we approach adversity and growth. He spoke about how easy it is to become “wired and stuck” in certain mindsets, routines, or limitations that hold us back. Instead, he encouraged us to “transpire” — to rise above challenges, embrace change, and continue growing through every experience.

One of the most impactful takeaways from his presentation was his motto: “So what, now what?” Rather than dwelling on setbacks or obstacles, the focus should shift toward what comes next and how we choose to respond. A powerful reminder that resilience is built through growth, perspective, and action.

04/27/2026

We’re thrilled to welcome one of our newest associates, Yina Bae, to The Bulfinch Group! When asked what brought her to the firm, Yina shared: “I joined The Bulfinch Group because I understand firsthand the consequences of not having a solid financial plan. I wanted to build a career doing meaningful work — helping individuals and families feel better prepared for the future. The Bulfinch Group gives me the opportunity to make that difference while staying true to my personal integrity.” Welcome to the team, Yina!

04/22/2026

Today we had the pleasure of celebrating Administrative Professionals Day with a wonderful team outing at the beautiful and historic MIT Endicott House in Dedham.

We’re incredibly grateful for the warm hospitality, a delicious lunch, and a fun (and very tasty) apple tart–making experience. It was the perfect setting to step away from the day-to-day, connect as a team, and truly enjoy each other’s company.

Administrative Professionals Day is a meaningful reminder of the dedication, organization and care that keep everything running smoothly behind the scenes. Taking the time to come together, feel appreciated and celebrate that impact makes it even more meaningful.

04/15/2026

We are proud to share that Gracio Garcia has been nominated, once again, to the prestigious Forbes / SHOOK Research list of Best-in-State Top Wealth Advisors for Massachusetts. This recognition is awarded to a select group of advisors who demonstrate excellence not only in the growth and performance of their practice, but more importantly, in the way they serve their clients.

Being nominated to this list reflects Gracio’s dedication to building meaningful relationships, offering strategic advice tailored to each client’s unique situation, and maintaining the highest standards of integrity. It is a testament to the trust clients place in him and the consistent care he brings to helping them navigate important financial decisions with confidence. Congratulations Gracio!

03/26/2026

Pictured here are Matthew Berard and Douglas Reiss representing and making an impact at the Massachusetts State House for NAIFA MA Day on the Hill. They spent the day meeting with legislators and advocating for the issues that matter most — not just to our industry, but to the clients and families we serve every day. It’s a powerful reminder that our voices truly make a difference when we come together with purpose.

NAIFA does an incredible job coordinating these conversations with elected officials, allowing financial advisors to focus on what matters most: showing up with passion, perspective, and a commitment to positive change.

The Power of You, the Power of Us. 💼🤝

03/25/2026

We’re proud to share highlights from our recent Volunteer Day at Bulfinch. Our team came together to assemble 100 activity bags for children receiving care through the Sickle Cell Program at Boston Children’s Hospital - Hematology Unit.

These “treasure packs” are added to the program’s special closet, where young patients can choose activity items during their visits — helping bring moments of comfort and positivity during what can be a challenging time.

Each pack is thoughtfully filled to provide distraction, joy and a sense of normalcy in an often-uncomfortable environment. Grateful to play a small part in supporting such meaningful, compassionate care.

03/18/2026

A big thank you to Richard Belofsky, CFP® for delivering such an insightful and educational session to his colleagues at The Bulfinch Group. Richard, now 40 years in the business, shared valuable perspective on how to effectively run client seminars to build meaningful connections that lead to real conversations. One key takeaway: be genuine. People make decisions based on emotion — supported by facts — and authenticity is what builds the kind of trust that turns introductions into lasting relationships.

Appreciate you sharing your expertise and real-world strategies that advisors can put into practice right away.

Address

160 Gould Street, Suite 310
Needham, MA
02494

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.bulfinchgroup.com/

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