Barry Zimmerman is a Financial Advisor with The Bulfinch Group. He provides comprehensive wealth planning services to individuals, families, owners of closely-held businesses, and professionals by bringing focus, clarity and innovation to their financial lives. He works to develop economically-sound financial plans that enable his clients toward achieving their financial dreams and goals.
With over 25 years’ experience in the financial services industry, he brings a strategic discipline and holistic approach to help work towards maximizing wealth, maximizing protection, and minimizing risk. 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. In addition to comprehensive financial services, Barry also advises in the matters of executive benefits, Medicaid benefits, estate planning, investment and risk management issues.
Barry’s personal loyalty and professional dedication help empower his clients with the knowledge they need to achieve financial success. His creative problem-solving abilities and time-tested network of related-industry experienced professionals help to deliver custom-tailored professional financial strategies.
Some of the possible outcomes of a client engagement may include:
- Tax reduction strategies;
- Greater accessibility to, and control over your wealth;
- Identifying inefficient strategies, and creating cost recovery methodologies;
- A highly accurate cash flow projection; and
- Developing valuable estate/charitable planning opportunities.
Barry joined The Bulfinch Group after working as a loan officer for Bank of New England and financial services consultant for Anderson Consulting. He earned his B.S. in Economics from the University of New Hampshire’s prestigious Peter T. Paul College (formerly The Whittemore School of Business and Economics). He was nominated by the Economics faculty and inducted into UNH’s Phi Beta Kappa, the oldest and most prestigious scholarly honor society in the U.S. Barry earned his MBA from Boston University with a concentration in Finance and Investments. He resides in Norfolk with his wife Kathy and three adult sons.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0C41508