Massachusetts Market

Wellesley Financial Group Announces Merger with The Bulfinch Group

Combined agencies creates ‘invaluable assets’ in terms of service and proximity

NEEDHAM, MA (March 1, 2016) – Wellesley Financial Group has announced that it has merged its services with needham-based Financial Services and Investment Firm, The Bulfinch Group.

Associates who were formerly affiliated with Wellesley Financial Group have merged their practices into The Bulfinch Group, effective January 16, 2016. The Bulfinch Group is a financial services and investment firm, headquartered in Needham, MA with offices throughout New England.


Lager regional presence

The merger will provide a larger Needham-based presence for The Bulfinch Group, while providing the Wellesley associates and their clients the comprehensive account services, wide variety of specialists and ongoing professional development programs offered through The Bulfinch Group.

The Bulfinch Group is presently located at 160 Gould Street, Suite 310, Needham, MA 02494 and can be reached at (781) 449-4402. The merger will bring The Bulfinch Group associate count to well over one hundred fifty strong throughout Massachusetts and New England.

“This merger is truly a win-win for all involved,” explains Bulfinch Group president and founder Seth Medalie, CLU®, ChFC®, “Many of our present clients and associates are located in the Needham and Greater Boston area; the addition of the Wellesley Financial team is an invaluable asset to our firm in terms of service and proximity. Additionally the associates merging into The Bulfinch Group are pleased with the expanded services, training and specialty programs that our firm offers – all of which will be tremendous assets to their financial services and investment practices.”