Experienced Financial Advisor

The Bulfinch Group provides experienced advisors with a seamless transition for your book of business, along with the support and culture needed to grow your practice and achieve long-term success. If you currently hold the Series 7, and 66 (or 63 & 65) FINRA licenses, you have come to the right place to find strong resources, sales support, and an inclusive culture.

At The Bulfinch Group, you have the flexibility and resources to build the business you want to build, the way you want to build it. Explore the resources we offer below.

Our dedicated Transition Assistance Team will spearhead a seamless transition of your existing book of business.

In-depth training at the local and national levels is offered on a weekly, bi-weekly, and monthly basis, with dedicated mentors and coaching to support your personal practice.

Access to our team of Marketing Professionals to support you in building your brand, developing client seminars, and more.

Our resources include a top-notch proprietary planning tool, access to extensive products through Pershing, and access to local, dedicated product teams.

• Dedicated office space, designed to accommodate both virtual and in-person client meetings
• Errors and Omission Coverage
• Financial assistance in earning further licensing and designations
• A top-notch contract, including supplemental commission in the early stages of building your book, even for experienced advisors; competitive payouts and minimum fees and expenses.
• Strong support from our Home Office teams, Guardian Life, and Park Avenue Securities, including nationwide conferences, award-winning leadership development, and national awards to top performers

We show your clients the big picture — we believe your clients deserve a complete picture of their financial life. LBS easily captures and organizes client data to create that simple financial picture for clients. From there, you strategize on how to optimally build and protect the future they aspire to, understanding how individual financial decisions work together.

The Living Balance Sheet is a financial planning software platform owned by Guardian Life, running off the eMoney platform.

To learn more about becoming a financial advisor, please contact Ellie McCoy, Executive Talent Acquisition Specialist, at  or .

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