Norfolk’s Barry Zimmerman of Sunstone Wealth Strategies Named 5 Star Wealth Manager for 10th Year

Wrentham MA

01 March, 2023

2:50 PM

Description

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. “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 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®) Every day, Guardian provides Americans the security they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future or taking care of employees. Today, we're a Fortune 250 mutual company and a leading provider of life, disability, dental, and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of over 9,000 employees and our network of over 2,500 financial representatives is committed to serving when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2021 included $10.7 billion in capital and $1.9 billion in operating income. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.