Pietro Ruggeri at Barnum Financial Group

Pietro Ruggeri at Barnum Financial Group I offer a straightforward approach to building financial strategies focused around you, your schedule Pietro earned his B.A. Member SIPC (www.SIPC.org).

Prior to bringing his practice to Barnum, Pietro was a Managing Director at Allied Wealth Partners where he accrued 6 years of experience as a district manager, recruiter, and wealth management advisor. Having joined the Financial Services industry in 2005, Pietro has a deep understanding of the variety of financial challenges that accompany an individual or business. He has a passion for leadersh

ip that stems from his family who came to the United States from Sicily and made the American dream come true. Ultimately, they taught him to work hard, be honest, and enjoy life to the fullest. in Business Finance from Seton Hall University. He currently holds his Series 7, 24, 63, and 65 Securities licenses along with his Life and Health, and Property and Casualty Licenses. Pietro resides in Bridgewater, NJ and in his spare time he enjoys soccer, golf, traveling, and spending time with his wife and two boys. Disclosure:
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Supervisory address: 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/4qL8wDW

CRN202907-11773768

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4goULY8

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/4hWwOc0

CRN202907-11773768

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

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/46dFx29

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/4hDLs7K



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

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.
08/13/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

You’ve put years into building your business. But here’s a question most business owners don’t ask themselves: Do I have...
07/30/2026

You’ve put years into building your business. But here’s a question most business owners don’t ask themselves: Do I have a plan for my exit?

https://bit.ly/4bVJxHV

CRN202906-11557520

Address

152 Liberty Corner Road, Suite 204
Somerville, NJ
07059

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 4pm
Saturday 7am - 8pm

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