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

Dan Ortoli, Financial Planner, Barnum Financial Group

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

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.

09/01/2026

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, let’s review.

Read More: https://bit.ly/46za9vf

CRN202907-11773768

08/26/2026

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

Read More: https://bit.ly/4y1lLmi

CRN202907-11773768

08/21/2026

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

Read More: https://bit.ly/4gLle28

CRN202907-11773768

08/19/2026

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and when to use AI for financial advice.

Read More: https://bit.ly/4wA6hos

CRN202907-11773768

08/13/2026

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the August Barnum Report!
• Should You Use AI for Financial Advice?
• When Should You Retire? A Guide to Timing Your Retirement Right
• What is Key Person Insurance and Does Your Business Need It?
• 5 Social Security Mistakes That Could Cost You in Retirement

CRN202907-11773768

07/30/2026

You’ve put years into building your business. But here’s a question most business owners don’t ask themselves: Do I have a plan for my exit?

https://bit.ly/3S00NoJ

CRN202906-11557520

07/28/2026

Are you helping your children with college while also looking after the needs of your aging parents. Welcome to the Sandwich Generation!

Learn more: https://bit.ly/3RBhXsE

CRN202906-11557520

07/22/2026

Healthcare is a large and underestimated expense retirees face. Let's see how Health Savings Account can help your retirement plans.

Learn more: https://bit.ly/4fgT3rd

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07/17/2026

Summer has a way of slowing things down and that’s a good thing when it comes to your finances. Let's step back and take care of a few things.

Learn more: https://bit.ly/4wIOKuz

CRN202906-11557520

07/16/2026

📊 Join us for our Quarterly Market Update Call on Tues, July 28th at 11:00 AM ET.
Meera Pandit, Global Market Strategist at J.P. Morgan, will share insights on current market trends and what they mean for your financial strategy.

Click the link below to register:
https://bit.ly/4yxfRe3

CRN202907-11632341

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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