About Barry Zimmerman
Barry Zimmerman provides comprehensive wealth planning services to individuals, families, owners of closely-held businesses, and professionals by bringing focus, clarity and innovation to their financial lives. By isolating areas of concern, identifying opportunities and building on strengths, Barry brings a strategic discipline and holistic approach towards maximizing wealth, maximizing protection, and minimizing risk. Our initial meetings are designed to establish a dialogue, attain clarity, and help you feel comfortable. We will ask questions and help you verbalize your priorities. Together, we'll begin to zero in on what you really want to accomplish. Once we gain a better understanding of your mission, we'll begin to discuss fresh ways to view your life and your assets. Through our process, we seek to help you improve your long-term financial success. Our unique methodology, concierge level of service and customized strategies are designed to grow and help you enjoy your wealth, consistently over time.
Barry Zimmerman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 140 Kendrick Street, Needham, MA 02494, (781) 449-4402. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. The Bulfinch Group is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC.
The Registered Representative is securities licensed in California, Colorado, Florida, Illinois, Louisiana, Massachusetts, Maryland, Maine, New Hampshire, New York, Pennsylvania, Rhode Island, Tennessee, Virginia and Vermont and advisory licensed in California, Florida, Louisiana, Maryland, Maine, New Hampshire, New York and Rhode Island. The material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
Barry Zimmerman is insurance licensed in the following states: California, Colorado, Connecticut, Florida, Illinois, Louisiana, Massachusetts, Maine, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Tennessee, and Vermont.
Guardian, its subsidiaries, agents or employees do not give tax or legal advice. Please consult your personal tax or legal advisor.
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