Client Feedback Questionnaire

We sincerely appreciate your trust in The Bulfinch Group Investments Division. As part of our commitment to continuous improvement, we invite you to share your insights through this Client Feedback Questionnaire. Your feedback is instrumental in shaping the quality of our services, ensuring they align seamlessly with your financial goals and expectations.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 160 Gould Street, Suite 310, Needham, MA 02494, (781) 449-4402. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Field Representative, 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. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. PAS is a member FINRA, SIPC. 8973162.1 EXP 6/2028