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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Discover why we need to plan the future for future generations today.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
However exciting retiring abroad may sound, it deserves considerable planning.
Healthy habits are one of the greatest gifts to give your child.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.