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Located in the Greater Boston area, The Bulfinch Group is a distinguished independent financial services and investment management firm dedicated to delivering tailored financial guidance and expert investment strategies to individuals, families, and business owners since 1994. Founded on the foundational principles of integrity and character, The Bulfinch Group embodies core values that emphasize compassion, collaborative relationships, and a commitment to being a responsible corporate citizen. Our mission is to provide our clients with exceptional service characterized by respect, passion, and unwavering integrity. At The Bulfinch Group, we believe in fostering professional excellence while prioritizing the unique needs of each client
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