Andover Townsman, Andover, MA

News

November 21, 2013

Bulfinch financial advisers open office

The Bulfinch Group financial services firm recently announced the opening of an Andover office, which will be staffed by local residents.

The Needham-based company, which has offices throughout New England, helps individuals, families and businesses build and preserve their wealth.

The Andover office located in Dundee Park will be staffed by Mark Baron, Peter Morris and Don Gottfried.

Baron specializes in long-term care planning and is on the national long-term care advisory committee for the National Association of Health Underwriters and its local affiliate.

Morris offers wealth optimization strategies to business owners, executives, professionals and families throughout the Merrimack Valley. He currently serves on the board of the Merrimack Valley Estate Planning Council and is a past or present board member of several other nonprofit organizations in Andover and Blue Hill Peninsula, Maine.

Gottfried works with business owners, executives and families. He serves on multiple nonprofit boards, including the Andover Rotary Club and the board of governors of Temple Emanuel Andover.

“We are pleased to provide Merrimack Valley residents with local service through The Bulfinch Group Andover office,” Bulfinch Group President Seth Medalie said in a press release. “Our three financial services representatives in Andover offer an impressive array of expertise and service.”

For more information, call the Andover office at 617-699-3585 or visit www.bulfinchgroup.com.

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