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It's Time to Think Differently about Your Money

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.

<strong>Where You Want To Be</strong>

Where You Want To Be

We share our best methods for securing college funding.

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<strong>Where You Are</strong>

Where You Are

Let us help you put the pieces to your small business together.

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<strong>How You Get There</strong>

How You Get There

  Find out how we can help you reach your financial dreams.

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Comprehensive Wealth Management and Retirement Planning Services

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.

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