Barry Simon, Barnum Financial Group Tri State

Barry Simon, Barnum Financial Group Tri State Helping individuals and families make smart decisions by protecting income & what matters most.

Full bio/disclosures: https://barnumfinancialgroup.com/representative/barry-simon/

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing ...
06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

06/17/2026

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

https://bit.ly/44htPma

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/16/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

This past Friday’s Barnum Mid-Year Meeting was a strong reminder of why I’m excited to be here.* Heard from Danny Hurley...
06/15/2026

This past Friday’s Barnum Mid-Year Meeting was a strong reminder of why I’m excited to be here.

* Heard from Danny Hurley, two-time NCAA Champion Head Coach at UConn, on leadership, accountability, and building a winning culture
* Had meaningful conversations with teammates across the organization
* Gained valuable insight from our carrier partners on the flexibility of Barnum’s open architecture
* Reviewed firm production and the direction heading into the second half

One of the highlights for me was a session on the 10 steps to improving longevity. Practical and immediately applicable.

Excited to bring these insights into conversations with clients and connections, and I’m ready to contribute in a big way over the next six months.

Bonus: took new headshots. Looking forward to sharing those soon.
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Address

61 S Paramus Road
Paramus, NJ
07652

Telephone

+12018197689

Website

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