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
Mission: With integrity and high standards of excellence, Barnum Financial Group enriches lives by providing quality financial advice, education and customized solutions to meet the unique needs for our clientele.
Securities, investment, advisory and financial planning services offered through qualified registered representatives of MSI financial services, inc. to be merged with and known as MML investor services, LLC in March 2017. Member SIPC www.SIPC.com