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Office: (781) 292-3234

160 Gould Street

Suite 310

Needham, MA 02494

bzimmerman@sunstonewealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA/SIPC. OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group and Sunstone Wealth Strategies are not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance.

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