Julian Diaz, Financial Advisor, Barnum Financial Group

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

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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 funding, 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.

11/01/2026

Les deseamos a ti y a tu familia una celebración llena de alegría y unión mientras honran y recuerdan a sus seres queridos.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/3VQZuKs

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/3TFjvTB

10/13/2026

Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creating a financial strategy can help you stay prepared for what’s next. Let's connect.

10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

09/22/2026

Life insurance helps protect the people you love today — and opens up possibilities for their tomorrow. Talk to me to see if your coverage fits your goals.

09/18/2026

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

09/15/2026

La herencia hispana nace de muchas raíces, pero florece en valores compartidos. Este mes, celebramos la cultura, la fuerza y el espíritu que nos unen.

09/15/2026

En homenaje a la independencia, la cultura y el orgullo de Guatemala, El Salvador, Honduras, Nicaragua y Costa Rica, hoy celebramos la fortaleza y el espíritu de Centroamérica.

09/08/2026

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the future you’re building together.

Address

6 Corporate Drive
Shelton, CT
06484

Telephone

+12035136393

Website

http://www.julianldiaz.com/

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