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Serving Individuals, Medical Professionals, and Business Owners in the Metro West and Boston Area

Barry Zimmerman entered the financial services industry with the goal of acting as a leader who can inspire others. Now, more than 20 years later, he continues to inspire by sharing his specialized knowledge and experiences with his clients. The mission of Barry and his team is to positively impact families, executives, and entrepreneurs to lead fulfilling lives by reducing financial uncertainty and stress so they can focus on what's most important to them.

Through a unique planning process, Barry seeks to help families, individuals, medical professionals, and small business owners determine where they want to be financially and create a roadmap that may help them get there. His holistic wealth management strategy allows him to learn about each of his client’s needs and address a wide array of financial concerns or goals a client may have, from college planning and retirement planning to life and disability insurance. Through this process, Barry seeks to arm clients with a financial strategy that can guide them through both immediate and future milestones.

Working with The Bulfinch Group, Barry puts his clients’ needs first and works to develop economically-sound financial plans that enable them to pursue their financial dreams and goals. 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.

Based in Needham, Massachusetts, Barry and his team work with clients throughout the greater Boston area, including the King Philip School District of Norfolk, Wrentham and Plainville. Learn more about the many benefits of working with Barry.