Brendan McDonald, Financial Services Representative, Barnum Financial Group

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Shelton, CT
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 them 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

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/4jTzLLg

CRN202910-12271439

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/4zYslv8

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.

10/22/2026

Looking for ways to support clients' long-term financial goals? Clients with term life insurance may have options to convert to permanent coverage.

Learn about the available conversion options, then let's connect to discuss how they may benefit your clients.

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/4yoWoLc

CRN202909-12132758

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/14/2026

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

CRN202807-9177986

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/4B2Thex

CRN202909-12132758

10/13/2026

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuity strategies that may help support your clients’ retirement goals.

https://bit.ly/4e6NLNY

Address

Shelton, CT
10017

Website

https://barnumfinancialgroup.com/representative/brendan-mcdonald/

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