The Bulfinch Group

Q4 is here and 80 Bulfinchers gathered this week for the firm’s Q4 kick-off meeting at the beautiful Charles River Country Club. It was great to have everyone together in one place — we welcomed new additions to the firm, recognized personal & professional milestones of our colleagues, discussed upcoming opportunities and events, and were updated on the continued meaningful work and impact we are having in the community. 👏 A huge thank you to our featured guest speaker Shant Banosian, who delivered a highly inspirational and insightful conversation. We are excited to learn and bring these perspectives back to our personal practices to help drive continuous improvement. It was a tremendous event, and we always appreciate the opportunity to connect and share valuable insights with each other. 📸Enjoy our photos! #continuousimprovement #weareinthistogether #insight

Congratulations to our very own Dylan Grocer, CFP® for earning the esteemed NAIFA Massachusetts 4 Under 40 award! This award is given out by NAIFA to rising stars in the industry who are models for all of the newer and/or younger financial advisors. This award recognizes the top 4 financial advisors in Massachusetts under the age of 40. Dylan was chosen for this award due to his hard work and dedication to his clients, focus on continuing education and always trying to be a better version of himself to his family and the community. Congratulations Dylan – we are so proud of you and all that you are building from the ground up! #Advisor #FinancialAdvisor #AmericanAdvisor #FinancialPlanner #FinancialServiceProfessional #FinancialServices #NAIFAproud

We had the privilege of hosting some of Bentley University - McCallum Graduate School of Business graduate students last week at our office in Needham. The students were able to see our office space as well as hear from our Bulfinchers Seth Medalie, Douglas Reiss, Andrew Altenbach, CFP® CExP™ RICP®, and Tom Fisher, MBA about their careers, the core values of our firm, and tips they have on starting a career in the industry. After the insightful panel, the students had an opportunity to network with our team. Thank you to everyone who contributed to this fantastic event, we cannot wait to host another site visit in the future! #teamupwithus #entrepreneurialmindset #entrepreneurialopportunities

🍎🍯 Happy Rosh Ha'Shana! 🌟 As we celebrate the start of the Jewish New Year, it's a time for reflection, peace and renewal — shanah tovah! #roshhashana2024 #roshhashanah #roshhashana #shanatova #jewishnewyear #highholidays

We are thrilled to have collaborated with Isenberg School of Management, UMass Amherst, Bentley University, and Babson College last week at their Career Fairs! Our Bulfinchers had the opportunity to connect with talented students eager to explore careers in the financial services industry. Thank you to everyone who stopped by our table — we are excited to see what the future holds! In the meantime, check out some highlights from our time at Babson College below!” #entrepreneurialmindset #entrepreneurialopportunities #teamupwithus

The Bulfinch Group is excited to connect with ambitious Babson College Beavers at the upcoming Career Fair on Thursday, September 26th from 2:30pm - 5:30pm. Please swing by our table and meet Douglas Reiss and Frankly P. If you are interested to learn more about a career in the financial service industry, we would love to share more about our Full-time Advisor opportunities, as well as our Pre-Career Training Program (Summer 2025 internship). We look forward to meeting you! #entrepreneurialmindset #entrepreneurialopportunities #joinourteam #teamupwithus

Calling all Falcons interested in a career in financial services! The Bulfinch Group will be attending the Bentley University Career Fair on Wednesday, September 25th, 2024 from 1pm - 4pm. Our firm is on the search for candidates curious about our Pre-Career Training Program for Summer 2025 and Full-Time Financial Advising opportunities. Please come stop by and chat with Andrew Altenbach, CFP® CExP™ RICP®, Chris Fortin 🇺🇸, and Jonathan Maynard who will be representing The Bulfinch Group. We look forward to meeting you! #entrepreneurialmindset #entrepreneurship #joinourteam #teamupwithus

Attention all Minutemen! The Bulfinch Group is excited to announce that we will be attending the Isenberg School of Management, UMass Amherst Career Day tomorrow, Tuesday, September 24th from 11am - 3pm! Our team is looking forward to meeting you and sharing our post-grad job opportunities and our Pre-Career Training Program for Summer 2025! Look out for Douglas Reiss, Elexa Reiss, Rachel Shu, Colby Magliozzi, and Ryan Bernard at our booth. #entrepreneurialopportunity #entrepreneurialmindset #joinourteam #teamupwithus

We are excited to announce that Fred Kaplan has joined our firm as a Financial Representative. When we asked Fred why he chose Bulfinch, he replied "After 30 years as a professional portfolio manager, derivatives trader, and risk officer, I am excited to leverage that experience to help families, businesses, and professionals protect, grow, and monetize their biggest assets. I have always focused on assessing, and preemptively hedging, potential risks before they happen in order to maximize the probability of financial success. This is ultimately why I joined Bulfinch, as that "protection first" approach drives everything we do.” WELCOME FRED! #entrepreneurialopportunity #welcometotheteam #entrepreneur #letsgo

In partnership with the Employer Relations Graduate and Alumni Career Development Office, we are excited to invite Bentley University - McCallum Graduate School of Business grad students to our Needham office on October 3rd to learn more about what life is like at The Bulfinch Group! This site visit will include a guided tour of the office, Q&A panel with company insiders, and opportunity to mingle with panel members. Please join us! #entrepreneurial #entrepreneurship #entrepreneurmind