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Our Firm

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Barnum Financial Group provides a full range of investment and asset protection products and services to over 250,000 clients including individuals and their families as well as small businesses, corporations, government entities, not-for-profit organizations and their employees. With offices in Connecticut, Massachusetts, New Jersey, New York and Rhode Island, Barnum supports its advisors with experienced and well-trained resources. From professionals in operations and service support to our network of consultants who provide sophisticated strategies and timely ideas, everyone at Barnum is dedicated to helping you achieve your financial goals.