Financial Advisor, California Insurance License #0l16869

(781) 292-3265 bobfurlong@bulfinchgroup.com

I owned and operated a business for 23 years, but did very little personal financial planning along the way. I worked with a financial advisor who focused solely on my assets, without considering the bigger picture. When the 2008 financial crisis hit, I was unprepared to withstand the impact. Closing my business was one of the most difficult experiences of my life.

I chose to turn that hardship into purpose. I refocused my efforts on helping others avoid similar financial devastation. Today, I’ve built my practice around serving families and business owners—helping them plan more comprehensively so they can protect what they’ve built and live the lives they deserve.