We sincerely appreciate your trust in The Bulfinch Group Investments Division. We believe that understanding you as a person—your values, priorities, and vision for the future—is just as important as knowing your financial goals.
This short survey is designed to help us get to know you better, so we can tailor our services to fit your unique needs and aspirations. Your responses will remain confidential and will guide us in building a financial strategy that aligns with what matters most to you.
