At Barnum Financial Group, we are committed to providing financial education to our clients and the community. By empowering people with the knowledge to make informed financial decisions, we make life a little easier one family at a time. At Barnum Financial Group, we truly believe your life is our business.
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.
Areas of focus include:
- Financial planning
- Retirement planning
- Risk management
- Tax minimization strategies
- Estate conservation
- Special care and elder care planning
- Career Specific Planning
- Philanthropic planning