Team
Barry Zimmerman and his team believe their concierge, client-focused approach adds a broad perspective and provides clients with increased benefits. They seek to build long-lasting relationships with each client and offer them impeccable service.
Meet the team:
Barry Zimmerman
Wealth Management Advisor/Investment Specialist
barryzimmerman@bulfinchgroup.com
Barry Zimmerman is a Wealth Management Advisor with The Bulfinch Group with more than 30 years of experience in the financial services industry, providing wealth management services.
Peter A. Klay
Managing Director
Peter’s goal is simple: To educate his clients and provide a coordinated financial strategy including the areas of Investments, Insurance, debt management and cash flow management. By building a relationship with each client,...
Janet Cali
Client Service Specialist
Michael Hertz
Financial Representative
With Barry, I assist individuals and families, helping them to gain control of their financial future by utilizing a comprehensive planning process. This process allows us to stress test various theories and beliefs. We assist business...
Hayden Cassidy
Financial Representative
haydencassidy@bulfinchgroup.com
Helping families, physicians and business owners reach their full financial potential. My mission is to help individuals and families plan for and enjoy a secure, bright and healthy financial future. Growing up, my father sacrificed...