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Barry Zimmerman is a Financial Specialist with The Bulfinch Group. He 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. He works to develop economically-sound financial plans that enable his clients to achieve their financial dreams and goals. |
Barry’s personal loyalty and professional dedication empower his clients with the knowledge they need to achieve financial success. His creative problem-solving abilities and proven network of related-industry experts, help to deliver custom-tailored professional financial solutions.
With over 20 years’ experience in the financial services industry, he brings a strategic discipline and holistic approach towards maximizing wealth, maximizing protection, and minimizing risk. His goal is to save clients the time and energy it takes to manage their complex situation so that they are free to focus more closely on matters that mean the most to them. In addition to comprehensive financial economic services, Barry also advises in the matters of executive benefits, Medicaid benefits, estate planning, investment and risk management issues.
Some of the possible outcomes of a client engagement may include:
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Reducing income taxes;
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Greater accessibility to, and control over your wealth;
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Identifying inefficient strategies, and creating cost recovery methodologies;
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Producing alternate strategies (vs. opinions, attitudes, and sales hype);
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A highly accurate cash flow projection;
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Illustrating the critical role insurance plays during your lifetime, not just after;
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Developing valuable estate/charitable planning opportunities.
Barry joined The Bulfinch Group after working as a loan officer for Bank of New England and financial services consultant for Anderson Consulting. A University of New Hampshire graduate, with a Bachelor of Science in Economics, Phi Beta Kapa. He also received his MBA from Boston University. Barry resides in Norfolk, MA with his wife Kathy and their sons Brendan, Connor, and Ian. |
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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.
Barry Zimmerman, 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 (CA license #0C41508), 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. |
