Norfolk Resident Barry Zimmerman Named Five Star Wealth Manager
The Bulfinch Group is pleased to announce that Barry Zimmerman, of Norfolk, Massachusetts has earned the designation of Five Star Wealth Manager.
The Five Star Wealth Manager award is annually given to an elite group of financial managers who are identified through research conducted with peers and firms. The program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.
Barry attended the University of New Hampshire undergrad, earned his MBA from Boston University and is a resident of Norfolk.
“Barry has earned the prestigious designation of Five Star Wealth Manager for his exemplary client service and knowledge of the financial services industry,” states Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group. “The Five Star designation is a true testament to Barry’s character and professionalism,” he concludes.
Sunstone Wealth Strategies
Headquartered in Needham, MA, Sunstone Wealth Strategies, an affiliate of The Bullfinch Group, is a preeminent strategic advisory and wealth management firm. Sunstone Wealth Strategies offers more than 40 years of combined experience in the financial services industry and offers customized financial plans that are flexible to a client’s changing needs. Utilizing a macroeconomic planning process, Sunstone helps design customized, achievable financial strategies. Whether it’s building wealth, saving for college, or adjusting to retirement, Sunstone helps individuals, families and business owners reach personal and financial goals. To learn more, please visit SunstoneWealth.com.
Barry Zimmerman, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0C41508; FL Insurance License #A303249. *Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries. 2021-131321 Exp 1/24.