Barry Zimmerman of Sunstone Wealth Strategies Recognized as Leaders Club Qualifier for 22nd Year

Wrentham MA

09 May, 2022

2:09 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 is committed to providing the highest level of service and expertise, as well as continuing to make a positive and lasting impact in the communities we serve. With a client-centric focus, The Bulfinch Group works to safeguard 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 maximize cash flow, optimize tax planning, 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®) 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 with expertise 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.