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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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
How can whole life insurance protect your business and reward and retain your key employees?
At what point can you call a personal vehicle commercial?
Here's a breakdown of how the federal government spends your tax money.
The uncertainties we face in retirement can erode our sense of confidence.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Recent changes in estate tax laws could affect the strategy you have in place.
Estate conservation is too important to put off. Do you have a smart exit strategy?