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PRODUCTS & SERVICES

 
 

We help individuals, families and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years.  Financial decisions made in the early stages can have the greatest impact on your financial wealth creation future.  We strive to get your money to work harder for you.  The services we offer assist you in all of your personal finance decisions.  We offer a full array of financial products and services that, as part of your overall plan, can help you achieve your goals. 

Personal Services

 
Business Services
 
Investment Services*

- Estate Planning
- Retirement Planning
College Funding
Will/Trust Analysis
- Asset Management*
- Life Insurance
- Long Term Care 

Employee Benefits
Buy/Sell Strategies
Succession Planning 
Executive Compensation
Risk Management Analysis

Mutual Funds
Variable Annuities
- Managed Accounts



Contact Us


*Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. The Bulfinch Group is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC.  

Barry Zimmerman | Phone: 781.292.3234| Fax: 781.449.4462 | E-Mail