Dmitriy Yankelevich, CFP at Barnum Financial Group

Dmitriy Yankelevich, CFP at Barnum Financial Group My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Licenses and registrations will vary.

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. I also work with business owners, executives and their employees, provid

ing benefits consulting and programs, succession planning, risk management services, financial literacy programs, and other solutions. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship. Qualifications:
• Financial Services Industry professional since 2005
• Holds Series 7, 66, and 24 Securities Registrations
• CERTIFIED FINANCIAL PLANNER professional
(CFP®) as of 2022
• Licensed to sell Life and Health Insurance
Profile:
• Bachelor of Science in Business Administration from Aspen University
• B.A. in Communications from Pyatigorsk State University
• Lives in New Jersey with his wife and 3 children
• Member of the Glen Rock Chamber of Commerce

I am licensed and registered to offer products and services in several states. Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in NY

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Dis...
04/30/2026

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Disability income insurance helps keep life on track even when the unexpected happens. Have questions? I’m here to help.

04/30/2026

Now available – check out the Q1 2026 economic update as it summarizes market performance, inflation trends, and global forces shaping the outlook. This is a worthwhile read if you’re interested in “the why” behind market movements. As always, happy to talk through any questions.

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutu...
04/29/2026

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead. Register using the link below.
https://bit.ly/4mXtz4l

04/28/2026

Markets ended the week slightly higher, with stocks rising amid volatility tied to Iran-related geopolitical headlines. Treasury yields inched up on higher energy prices and firmer inflation expectations. Consumer spending remained resilient, though sentiment stayed subdued. For more key learnings, give our weekly market perspective a read.

Reminder to register! Looking for a deep dive into the state of economy and key themes to watch for? Join us as Daken Va...
04/23/2026

Reminder to register! Looking for a deep dive into the state of economy and key themes to watch for? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead.
https://bit.ly/42kFZd4

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look ...
04/22/2026

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look like — and how to build it.

Check out this guide: 5 Smart Money Moves in Today’s Market. Then, let’s talk about your 2026 goals.https://bit.ly/4csbF...
04/22/2026

Check out this guide: 5 Smart Money Moves in Today’s Market. Then, let’s talk about your 2026 goals.

https://bit.ly/4csbFTK

Today we celebrate our planet and commit to a greener, brighter future.
04/22/2026

Today we celebrate our planet and commit to a greener, brighter future.

Many women buy solo or co‑buy with family. Whatever your path, a clear plan can help clarify your approach and build con...
04/21/2026

Many women buy solo or co‑buy with family. Whatever your path, a clear plan can help clarify your approach and build confidence. Let’s meet to review the numbers together.

Address

New York, NY
10017

Telephone

+12126312075

Website

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