Financial Planner, Financial Services Executive, Wealth Management Advisor
Jeff Rice is a Financial Services Executive, Financial Planner and Wealth Management Advisor at Barnum Financial Group. He has more than 16 years in the financial services industry helping his clients achieve their personal and financial goals. Focusing on financial planning, retirement income strategies, and asset management, Jeff joined Barnum in order to offer his clients the widest array of financial products combined with exceptional customer service. Jeff leads a team of dedicated financial service representatives and takes a team approach when working with clients. Backed by all the resources of Barnum, including their Wealth Strategies Division, Jeff and his team provide clients with customized solutions to meet their goals. Jeff’s mission is to provide each client with financial independence, a secure future, and a strong financial legacy. Jeff graduated from Quinnipiac in 2003 with a B.S. in Business, Finance, Management, and Economics. He is a board member at the Guilford Foundation as well as a resident of Guilford where he lives with his wife Abby and their son Hank. Jeff is a car aficionado and in his spare time, enjoys spending time with his family and watching the Patriots.
I am domiciled in CT and I am licensed to sell insurance and securities in several states.