The Bulfinch Group just announced that Jason Souza of West Warwick, Rhode Island has become affiliated with the firm. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth.
Jason earned his BS in International Business and a minor in Spanish from Quinnipiac University, and has also traveled to Ireland and Spain. Jason is a member of the Toastmasters International and the Estate Planning Council. As an alumni of Hendricken High School, class of 1995, Jason is an active member of the Junior Achievement Program, educating middle and high school students on the importance of higher education and the understanding of financial competence and business concepts.
“We are pleased to have Jason join our organization,” explains Bulfinch Group President, Seth Medalie. “Jason brings a wealth of knowledge, regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”