Broker Check

 

Barry Zimmerman

powered by The Bulfinch Group

160 Gould Street

Suite 310

Needham, MA 02494

(781) 292-3234

Emerging Market Opportunities Should You Tap Retirement Savings to Fund College? What Smart Investors Know The Business Cycle

College Planning

 

Business Planning

 

Individual Wealth Management

We share our best methods for securing college funding.

 

Let us help you put the pieces to your small business together.

 

Find out how we can help you reach your financial dreams.

Comprehensive Wealth Management and Retirement Planning Services

Based in Needham, Massachusetts, Barry Zimmerman is a financial advisor serving individuals, medical professionals, and small business owners in the greater Boston area, including Metro West, the King Philip School District of Norfolk, Wrentham and Plainville. Working with The Bulfinch Group and supported by The Guardian Life Insurance Company of America, Barry is committed to offering significant experience and world class service, along with access to a wide array of services and products.

With more than 20 years of experience in the financial services industry, Barry has successfully guided his clients through the complexities of investments and financial planning strategies. Utilizing a unique macroeconomic planning process, Barry seeks to design customized strategies for his clients that may help them realize achievable financial goals that otherwise may not have been thought possible.

Building trusting, long-term relationships with clients, Barry and his team seek to create opportunities for them and assist them through the many milestones of life and business, from building wealth to college and retirement planning to company buyouts. It is their goal to bring focus, clarity, and innovation to their clients’ financial lives.

Contact Barry today to start strategizing for tomorrow.

Helpful Content

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Protect Your Retirement Income

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Gain the confidence and ability to enjoy retirement the way it should be enjoyed.

 

Four Reasons Millennials Need an Estate Strategy

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator may help you estimate how long funds may last given regular withdrawals.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are some key concepts to understand when investing for retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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