Julian Diaz, Financial Advisor, Barnum Financial Group

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.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
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.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
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.

Your income supports your home, your family, and your future. Disability Insurance Awareness Month is a great time to re...
05/19/2026

Your income supports your home, your family, and your future. Disability Insurance Awareness Month is a great time to review whether your current benefits cover income loss from an unexpected illness or injury.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

¡Feliz Cinco de Mayo! Hoy es más que una celebración de la herencia mexicana; es un tributo a la resiliencia, la unidad ...
05/05/2026

¡Feliz Cinco de Mayo! Hoy es más que una celebración de la herencia mexicana; es un tributo a la resiliencia, la unidad y el orgullo cultural.

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
05/05/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If you’re thinking about long‑term security, this is a conversation worth having. Let’s connect.

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity...
04/21/2026

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity to strengthen your financial protection. Using part of a bonus for whole life insurance can add immediate death benefit coverage while building tax‑advantaged value you can use down the road. Let’s talk through what makes sense for you.

When it comes to plotting your retirement, making emotional decisions can result in timely mistakes. Let’s talk about yo...
04/17/2026

When it comes to plotting your retirement, making emotional decisions can result in timely mistakes. Let’s talk about your plan and see if we can create a strategy that
secures your income without sacrificing growth.

Consider putting your tax refund toward your kid’s education, a stronger safety cushion, or a new home. Reach out to me ...
04/15/2026

Consider putting your tax refund toward your kid’s education, a stronger safety cushion, or a new home. Reach out to me to explore a few practical next steps.

04/07/2026

Tax season can be a great opportunity for strengthening your financial plan. Instead of letting your refund disappear into everyday spending, consider using it to build long‑term protection for the people you care about.

Whole life insurance can offer guaranteed protection, cash value build-up, and added stability to your overall strategy. Let’s connect to discuss how it could fit your plan.

Address

6 Corporate Drive
Shelton, CT
06484

Telephone

+12035136393

Website

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