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

The core principles of sound personal finance aren’t complicated. They merely require awareness and the discipline to ac...
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The core principles of sound personal finance aren’t complicated. They merely require awareness and the discipline to act on what you already know. Here’s some money advice you should know about, even if nobody is following it.

https://bit.ly/4eGtTkm



CRN202905-11305072

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
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As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

You’ve always had a plan—and we’re here to help keep it going.
06/21/2026

You’ve always had a plan—and we’re here to help keep it going.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

Life insurance exists to provide financial protection for your loved ones if something happens to you and getting it may...
06/16/2026

Life insurance exists to provide financial protection for your loved ones if something happens to you and getting it may be simpler and faster than you expect. Find out how today!

https://bit.ly/4euT49u

CRN202905-11305072

67% of Americans feel behind on their savings goals.Let that sink in.More than half of the country feels like they’re fa...
06/10/2026

67% of Americans feel behind on their savings goals.
Let that sink in.
More than half of the country feels like they’re falling short — not because they don’t care, but because they don’t have a clear plan.
The difference isn’t income. It’s direction.
A strategy can turn “behind” into “on track.”

Source: 2025 Talker Research survey



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Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking arou...
06/09/2026

Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking around. Here are five practical strategies to protect your wallet and your finances.

https://bit.ly/3Se4W8a



CRN202905-11305072

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what y...
06/03/2026

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what you need to know about retirement planning in 2026, ways to protect your wallet against rising prices and money advice that not everyone follows.

This is your June Barnum Report!



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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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