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, Massachusetts.

“On behalf of all The Bulfinch Group, we congratulate Barry on earning the prestigious Five Star Wealth Manager designation which recognizes exemplary client service, knowledge and professionalism in the financial services industry,” says Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group.”

Sunstone Wealth Strategies

Headquartered in Needham, MA, Sunstone Wealth Strategies 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.

About Guardian

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2022 included $11 billion in capital and largest dividend of $1.26 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.