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Dan Ortoli, Financial Planner, Barnum Financial Group

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Shelton, CT
Dan Ortoli, Financial Planner, Barnum Financial Group

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LUTCF, RICP®
Financial Advisor
Financial Serivces Executive
Investment Advisor Representative Licenses and registrations will vary. Member SIPC (www.sipc.org).

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

11/02/2026

Do your estate documents still say what you want them to say?

Join us for Beyond the Will: What Ever Family Should Know About Estate Planning for a practical overview of the documents an estate plan is built on, the decisions behind each one, and the gaps that tend to go unnoticed.

📅 November 11, 2026
🕛 11:00 AM ET
Presented by Kate Cassidy, VP Advanced Markets

Reserve your spot today:
https://bit.ly/4iiA7Kj

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10/29/2026

Financial surprises? No thanks. 👻
A financial plan can help turn “What’s waiting in the dark?” into “I’ve got a plan for that.”
Start planning for your financial future today!

10/28/2026

The investment portfolio is evolving for High-Net-Worth Individuals who are moving beyond stocks and bonds. Are you?

https://bit.ly/4A1E8c4

CRN202909-12132758

10/22/2026

Financial confidence starts with digital protection.

As more of our financial lives move online, protecting your personal information is just as important as protecting your assets. Strong passwords, multi-factor authentication and staying alert to scams can help keep what you’ve built secure.

10/16/2026

Choosing the between a high-deductible vs. a low-deductible health plan depends on your full financial picture. Find out which plan might be right for you!

https://bit.ly/4s5Je4a

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10/14/2026

Ready to start building wealth? It all begins with a plan saving, budgeting, investing, diversifying.

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10/14/2026

Open Enrollment is an opportunity to calibrate your entire financial picture. Find out how a financial professional from Barnum Financial Group can help you!

https://bit.ly/4zuRjBT

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10/09/2026

55% of working Americans believe they’ll still have access to benefits after leaving their job, but many find out too late that they don’t. That’s where we step in. Our advisors help clients navigate this exact moment before coverage is lost and mistakes are made.

Download the case study here: https://bit.ly/4AYN2Is

10/07/2026

Let the fall festivities begin! But more importantly, it’s open enrollment season, and we’ve got you covered with three of our four Barnum Report articles focused on open enrollment.
• Open Enrollment Guide: What to Review Before the Deadline
• High-Deductible vs. Low-Deductible: How to Actually Choose the Right Health Plan
• Why High-Net-Worth Individuals Are Moving Beyond Stocks and Bonds
• The HSA Advantage: Why This Account Deserves More Attention During Open Enrollment

https://bit.ly/4786gxF

CRN202909-12132758

09/30/2026

The question that's been burning through all business solutions circles. What is a Buy-Sell Agreement and Does Your Business Need One? If you’re not sure, check out this article now!

Read More: https://bit.ly/3U41b6B

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Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12035136129

Website

http://www.danieljortoli.com/

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