Team

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’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,...

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...

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...