Nicholas Oliveros-Pipkin, Financial Planner

Nicholas Oliveros-Pipkin, Financial Planner As a Financial Planner, Nicholas services the financial needs of individuals and businesses while looking to build long-term relationships.

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He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Nicholas can identify solutions for specific needs o

r build and implement a financial plan that can help put them in the best position to succeed. I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking arou...
06/09/2026

Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking around. Here are five practical strategies to protect your wallet and your finances.

https://bit.ly/4up9S7G



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Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what y...
06/03/2026

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what you need to know about retirement planning in 2026, ways to protect your wallet against rising prices and money advice that not everyone follows.

This is your June Barnum Report!



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How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance sho...
05/29/2026

How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance should, and shouldn't, be doing for you at each one.
Read More: https://bit.ly/4v8DoiE


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529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popu...
05/27/2026

529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popular of their kind. It’s never to early to get the facts about college planning. Click to learn more: https://bit.ly/4dMuZdH


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Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequentia...
05/20/2026

Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequential retirement mistakes. What they look like, why they happen, and how to avoid them.
Read More: https://bit.ly/4dC24Jg


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Scammers are getting creative… don’t fall for it 🚨If it feels off, it probably is.Pause. Verify. Protect your informatio...
05/19/2026

Scammers are getting creative… don’t fall for it 🚨
If it feels off, it probably is.
Pause. Verify. Protect your information.
Stay one step ahead—and when in doubt, ask questions.



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What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the ris...
05/13/2026

What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the risk of disability is real. Find out if you’re protecting your greatest asset…your income. Click to read more!

https://bit.ly/4eKFSyX


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This Mother’s Day, we celebrate the strength, love, and dedication of all the incredible mothers who lead with purpose a...
05/10/2026

This Mother’s Day, we celebrate the strength, love, and dedication of all the incredible mothers who lead with purpose and heart 💐

Your guidance and support shape not only your families, but the communities around you. Today, we honor you.

April showers have brought us May flowers…and more articles for the Barnum Report. We’ve got the answers you need about ...
05/07/2026

April showers have brought us May flowers…and more articles for the Barnum Report. We’ve got the answers you need about retirement planning, education funding and since it’s Disability Income Insurance Awareness month, we’ve got you covered there as well!
• What is Disability Income Insurance? A Basics Guide to Protecting Your Income
• 529 Plans Are More Powerful Than Ever. Are You Taking Advantage?
• 6 Retirement Mistakes to Avoid. And How to Fix Them.
• Life Insurance at Every Life Stage: How Much Coverage Do You Actually Need?

Read More: https://bit.ly/4etTrTl



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Join us for a complimentary webinar covering the financial planning essentials you need to know:✅ Budgeting & emergency ...
02/24/2026

Join us for a complimentary webinar covering the financial planning essentials you need to know:
✅ Budgeting & emergency funds
✅ Portfolio construction & tax strategies
✅ Retirement, insurance & estate planning

📅 Tuesday, March 3 | 11am ET
Presented by Jeremy Hus, MSFS, CFP®️, CASL®️, CLU®️, ChFC®️, CCPS®️, CEPA – Vice President, Financial Planning at Barnum Financial Group

Register now: https://bit.ly/3OpRZ9H


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Address

Glastonbury, CT
06484

Telephone

+18602186759

Website

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