Julian Diaz, Financial Advisor, Barnum Financial Group

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United States
Shelton, CT
Julian Diaz, Financial Advisor, Barnum Financial Group

Financial Advisor
Investment Advisor Representative
Financial Services Representative I am licensed and registered in various states. Tel: (203) 513-6000.

My ﬁnancial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the conﬁdence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education fun

ding, and estate conservation strategies. I also work with business owners and executives and their employees, providing beneﬁts consulting and programs, succession planning, risk management services, ﬁnancial literacy programs and other solutions. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484. Domiciled in CT: AR Insurance Lic # 9785872. CA Insurance Lic # 0H10522.

08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

08/11/2026

Education opens doors to a better future.

Schedule a conversation to help make sure your family’s tuition, college, and career dreams stay supported.

07/24/2026

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

07/21/2026

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

06/30/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

06/26/2026

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

06/16/2026

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets you take the next steps with confidence.

06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

Address

6 Corporate Drive
Shelton, CT
06484

Telephone

+12035136393

Website

http://www.julianldiaz.com/

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