160 Gould Street
Five benefits of working with Barry Zimmerman and his team:
Customized Financial StrategiesBarry’s personal loyalty and professional dedication empower his clients with the knowledge they need toward achieve financial success. His creative problem-solving abilities and proven network of related-industry experienced professionals help to deliver custom-tailored professional financial strategies. Their process allows them to help clients understand their financial situation and develop an effective approach designed to help maximize their financial potential.
MacromanagementMany clients have several micromanagers that assist them with elements of financial decision making. Barry seeks to act as the team leader, tying together all of those individual financial decisions. Acting as a team leader, Barry enables clients’ micromanagers to better perform their services.
Holistic ApproachThrough a holistic approach combining education, analysis, and planning, a personal program is developed to help clients understand how they can meet and exceed their financial goals, leveraging all aspects of their financial situation.
IndependenceBesides Guardian's products and services, Barry may offer the products and services of other fine companies based on his clients' individual needs.
Flexible and Transparent Fee StructureDepending on the client’s needs, Barry offers commission, fee-based, and asset-based services and products. He seeks to ensure clients understand what and how they’re paying.
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.