Barry Zimmerman of Sunstone Wealth Strategies Recognized as Leaders Club Qualifier for 23rd Year

Wrentham MA

07 June, 2023

1:14 PM

Description

The Bulfinch Group is pleased to announce that Norfolk resident, Barry Zimmerman, has been named a Leaders Club qualifier by The Guardian Life Insurance Company of America® (Guardian). Leaders Club is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients. “We congratulate Barry on being recognized as a Leaders Club qualifier, which is a true testament in regard to his exceptional focus on client service and exemplary financial servicing,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group. “Being named to the Guardian Leaders Club further proves what a remarkable asset Barry is to both our firm and to his clients.” The Bulfinch Group has helped redefine Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money. With a client-centric focus, The Bulfinch Group works to protect wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to help maximize cash flow, optimize tax planning strategies, provide protection and build and grow wealth to reach each client’s unique goals. Barry resides in Norfolk, MA with his wife Kathy and three adult sons. He works with clients on a wide range of issues including financial protection and wealth accumulation strategies, using a comprehensive planning method which coordinates all aspects of their personal economies. Barry attended the University of New Hampshire. 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. The Guardian Life Insurance Company of America (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.