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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Safeguard Your Digital Estate

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Jane Bond: Infiltrating the Market

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Preparing the Future Generation

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How the Federal Reserve Works

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Thinking of Retiring Abroad?

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Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Dog Bites Neighbor. Now What?

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Roth 401(k) vs. Traditional 401(k)

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

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Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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