Dan Hoffmann, Financial Advisor, Barnum Financial Group

Dan Hoffmann, Financial Advisor, Barnum Financial Group As an Investment Advisor Representative, Daniel acts as a resource, guiding his clients in making the right financial decisions for their future.

Working collaboratively, he guides them in determining and
clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your f

amily, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. CA Insurance License #4173883

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.

04/29/2025

Last week, equity and bond markets experienced a rally as the U.S. administration softened its stance on trade. Be sure to check out this week’s market perspective for key insights across market segments, asset classes and more.

Here is an informative article on what the election means for the market - and more importantly, your portfolio.
11/27/2024

Here is an informative article on what the election means for the market - and more importantly, your portfolio.

Worried about what's to come after the heated contest? Here are three charts that may provide some investment perspective.

10/29/2024

Last week the US stock market saw mixed results as the S&P 500 and Dow fell, while the NASDAQ posted its seventh consecutive weekly gain. Check out our weekly market perspective for more key insights.

01/16/2024

It’s a busy time for New Year’s Resolutions… maybe you're getting a new gym membership?! Make sure your financial goals are front of mind too!

All three major US stock market indices ended the year with significant gains, led by the NASDAQ up 44.6%, the S&P 500 u...
01/04/2024

All three major US stock market indices ended the year with significant gains, led by the NASDAQ up 44.6%, the S&P 500 up 26.3%, and the Dow Jones up 16.2%. How did your portfolio do last year? Is it time to rebalance? Let’s talk it through.

12/07/2022

This year, money talk doesn’t need to ruin the mood. Start making financial planning a holiday tradition, minus the tension. Get in touch today to learn how you can keep calm and merry on.

Markets go up AND down. In times of high volatility, take a breath, and take a look at the diversification of your portf...
10/20/2022

Markets go up AND down. In times of high volatility, take a breath, and take a look at the diversification of your portfolio.

Sudden market drops point up the value of long term investing horizons and diversification.

Here at Barnum, we are here to help you with all your financial needs. Achieving your financial goals doesn’t happen by ...
08/15/2022

Here at Barnum, we are here to help you with all your financial needs. Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy. Let us help you live your best financial life!

https://hearsay.social/3zUTqlr

I am thrilled to announce that after countless hours of studying, I've passed the Series 66 exam in addition to the Seri...
08/01/2022

I am thrilled to announce that after countless hours of studying, I've passed the Series 66 exam in addition to the Series 7 and Life and Health Insurance exams. This allows me to open the doors to my practice as a Financial Advisor.
I am eager to use my education and experience to enrich as many lives as possible. With the help of the amazing team I have at Barnum Financial Group, I'm prepared to serve as a resource for all who may require my guidance! CRN202507-2777656

Address

6 Corporate Drive
Shelton, CT
06484

Telephone

+12035136247

Website

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