The Bulfinch Group

At Paul Decelles Financial Strategies, our client service model follows our own specialized 3D Process. Before we make any investment recommendations, and before we invest a single dime of client assets, we take our clients through a three-step process.Discovery and definition of your financial goalsDesigning a long term plan for pursuit of those goalsDeploying a portfolio strategy based on investments seeking to provide the long term returns that the plan requires.

Trust us to make your business organized with order fulfillment services. Contact us in Swanton, VT, for more information on what we can offer you.