Dean J Morra, Financial Services Representative, Barnum Financial Group

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United States
Warwick, RI
Dean J Morra, Financial Services Representative, Barnum Financial Group

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If your goal is to achieve financial freedom, I will help you pursue it. Licenses will vary.

Because financial freedom means different things to different people, I take the time to understand what it means to you. No matter what stage of life or financial state you’re in, having a financial strategy is an important part of everyone’s life. My goal is to give you the appropriate tools to help you understand your financial possibilities. Please contact me at (401) 243-8888 or visit my website at www.deanmorra.com

I am licensed to offer products and services in several states. Please contact this office for further information. 6 Corporate Dr, Shelton, CT 06484 203-513-6000.

11/02/2026

Do your estate documents still say what you want them to say?

Join us for Beyond the Will: What Ever Family Should Know About Estate Planning for a practical overview of the documents an estate plan is built on, the decisions behind each one, and the gaps that tend to go unnoticed.

📅 November 11, 2026
🕛 11:00 AM ET
Presented by Kate Cassidy, VP Advanced Markets

Reserve your spot today:
https://bit.ly/4yRVo2f

CRN202910-12271439

10/29/2026

Financial surprises? No thanks. 👻
A financial plan can help turn “What’s waiting in the dark?” into “I’ve got a plan for that.”
Start planning for your financial future today!

10/28/2026

The investment portfolio is evolving for High-Net-Worth Individuals who are moving beyond stocks and bonds. Are you?

https://bit.ly/4zXRk1t

CRN202909-12132758

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/22/2026

Financial confidence starts with digital protection.

As more of our financial lives move online, protecting your personal information is just as important as protecting your assets. Strong passwords, multi-factor authentication and staying alert to scams can help keep what you’ve built secure.

10/22/2026

Looking for ways to support clients' long-term financial goals? Clients with term life insurance may have options to convert to permanent coverage.

Learn about the available conversion options, then let's connect to discuss how they may benefit your clients.

10/16/2026

Choosing the between a high-deductible vs. a low-deductible health plan depends on your full financial picture. Find out which plan might be right for you!

https://bit.ly/3TZSXfG

CRN202909-12132758

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/14/2026

Ready to start building wealth? It all begins with a plan saving, budgeting, investing, diversifying.

CRN202807-9177986

10/14/2026

Open Enrollment is an opportunity to calibrate your entire financial picture. Find out how a financial professional from Barnum Financial Group can help you!

https://bit.ly/4dEPgms

CRN202909-12132758

Address

200 Crossings Boulevard Ste 200
Warwick, RI
02888

Telephone

+14012438888

Website

http://www.deanmorra.com/

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