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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:

Current Employees

Barry Zimmerman

Wealth Management Advisor/Investment Specialist

(781) 292-3234

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.

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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,...

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Janet Cali

Client Service Specialist

(781) 292-3231

As a Client Service Specialist, Janet’s number one priority is the Client. She leads the team in all client service responsibilities and facilitates the smooth-running of the team. We strive to provide concierge level service to our...
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Michael Hertz

Financial Representative

(781) 292-3246

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...

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