With over 20 years in the Financial Service Industry, I take a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, I help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. AREAS OF SPECIALIZATION:
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Fixed and Variable Annuities
- Retirement Planning
- Asset Protection
- Fixed & Variable Insurance Products
- Auto and Home Insurance
- Disability Income Insurance
- Estate Conservation Funding Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Mortgage Protection (through life insurance and disability income insurance)
- Mutual Funds
Licenses: Series 7,24,26,65,66, Life, Accident and Health
Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education. I am licensed and registered to offer products and services in several states. 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.
