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. I am not licensed in all jurisdictions.

Full bio/disclosures: https://barnumfinancialgroup.com/representative/barry-simon/ I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solut

ions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

379 Thornall Street
Edison, NJ 08837

05/04/2026
GoFundMe is support. It’s not a financial plan.I’ve seen how quickly financial stress shows up when there isn’t a plan i...
04/07/2026

GoFundMe is support. It’s not a financial plan.

I’ve seen how quickly financial stress shows up when there isn’t a plan in place.

GoFundMe can be meaningful in moments of need.
But it’s not a financial strategy.
• Funeral costs can range from $7,000 to $12,000
• Many households would feel strain covering an unexpected expense

When the unexpected happens, families are left managing both emotions and finances.

Life insurance, when properly structured, is designed to help provide clarity and support when it’s needed most.

This isn’t about fear. It’s about preparation.

Because the real question isn’t whether support may be needed…
it’s whether a plan is already in place.

If you’ve been meaning to review your coverage or explore options, I’m here to help.

Thank you Greater Bergen Realtors for featuring me as Affiliate Member of the Week!Proud to be part of such a great comm...
03/17/2026

Thank you Greater Bergen Realtors for featuring me as Affiliate Member of the Week!

Proud to be part of such a great community—helping real estate professionals make smart financial decisions. Always happy to be a resource—feel free to reach out anytime.

🌟AFFILIATE SPOTLIGHT🌟

Meet Affiliate Partner, Barry Simon, Licensed Agent with New York Life, with New York Life Insurance Company! Helping clients understand their options and achieve their goals is what makes Barry's job so rewarding. Every client is unique, so together you can develop a personalized approach that meets today's needs and tomorrow's as well.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why Barry is here to help you understand what's right for you. Together, you can create a strategy that's customized to your needs and goals. Barry believes that we’re in this together for the long haul, so you can count on him to help manage and update our approach as your life changes.

A couple of weeks ago I shared that I was heading in for neck surgery. Here’s a quick update.Happy to report the surgery...
03/16/2026

A couple of weeks ago I shared that I was heading in for neck surgery. Here’s a quick update.
Happy to report the surgery was a success — two discs in my neck have been replaced and I’m feeling much better… and maybe even slightly taller. 🙂

I’m incredibly grateful for all the support: calls, texts, visits, meals, balloons, and care packages. It truly meant a lot to me.

A very special thank you to my wife, Theresa Pellegrino Simon, who was by my side every step of the way and took incredible care of me during the recovery.

Grateful as well to the doctors, nurses, technicians, and medical staff who guided me through the surgery and recovery.

I eased back into work last week, and now I’m ready to turn up the pace and get back to full speed.

Experiences like this are powerful reminders of how important health, family, and support systems really are. I’m grateful to be feeling better and excited to get back to doing what I love — helping individuals and families plan for the future and protect what matters most.

Starting Friday, I’ll be out for a couple of weeks while I have two discs in my neck replaced. Nothing says “middle age”...
02/26/2026

Starting Friday, I’ll be out for a couple of weeks while I have two discs in my neck replaced.

Nothing says “middle age” like scheduled spinal upgrades.

I’ll be a bit slower to respond during recovery, but I’ll be back soon — Version 2.0: upgraded, recalibrated, and slightly more bionic.

Address

61 S Paramus Road
Paramus, NJ
07652

Telephone

+12018197689

Website

https://barnumfinancialgroup.com/representative/barry-simon/

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