• The Bulfinch Group

    • Financial Planning Services
    160 Gould Street Suite 310
    Needham, MA 02494
    (781) 292-3248
    Hours:
    Monday - Friday, 8:30 AM ? 5:00 PM or by appointment

    About Us

    Robert Canter has been working with individuals, families and business owners for 25+ years, helping to build and protect wealth. Using a process which integrates a wide range of wealth solutions to read more
    • About

      Robert Canter has been working with individuals, families and business owners for 25+ years, helping to build and protect wealth. Using a process which integrates a wide range of wealth solutions to organize clients' financial world, Bob helps clients integrate their individual solutions into a consolidated, comprehensive plan.

      Potential outcomes after completing the process include:
      Asset & Income Protection
      Tax-efficient Strategies
      Cash Recovery Strategies
      Education Funding
      Retirement Income Strategies
      Estate Planning
      Charitable Planning

      Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. 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. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2015-2015 Exp. 2/17

    • Highlights

      • Asset & Income Protection
      • Tax-efficient Strategies
      • Cash Recovery Strategies
      • Education Funding
      • Retirement Income Strategies
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