Brendan McDonald, Financial Services Representative, Barnum Financial Group

Brendan McDonald, Financial Services Representative, Barnum Financial Group As a Financial Services Representative, Brendan helps his clients with their protection and investment needs. Licenses and registrations will vary.

Whether that’s providing education and guidance with determining the right amount of insurance and helping them select the best solutions for their situation or helping them invest and save for their future, he acts as a resource helping them build sound financial strategies to put them in the best position to attain their financial goals.

“I look to serve as a resource to my clients, providing t

hem with the service, tools, and guidance they need to navigate their financial path with confidence.”

I am licensed to sell insurance and securities in several states. Please contact this office for further information. I am a registered representative of and offer securities through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, ...
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/4x1rUya

CRN202907-11773768

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will ...
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/46uyMJn

CRN202907-11773768

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversatio...
08/24/2026

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversation early to help clients prepare for a confident transition into retirement. Let's connect.

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. Th...
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/4xZ4xX4

CRN202907-11773768

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and w...
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/4c1bgad



CRN202907-11773768

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the Augu...
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

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/13/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

Available with UL Guard℠, the new LTCAccess℠ Rider II is designed to help clients plan and pay for qualified long term c...
08/10/2026

Available with UL Guard℠, the new LTCAccess℠ Rider II is designed to help clients plan and pay for qualified long term care services. See if this is a fit for your clients and reach out today:

https://bit.ly/4wjZLlx

08/03/2026

Help your clients secure their legacy while preparing them for long term care. Let’s connect.

Address

Shelton, CT
10017

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