Barnum Financial Group

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.

At Barnum, we are committed to building long-term relationships with each client by delivering thoughtful advice, quality service and financial education. This commitment has helped both our firm and our financial services representatives receive a number of awards and recognitions. While we are proud of these accolades, it is the trust and confidence our clients place in us that is the true measure of our success.

Wealth Management

Wealth management is more important than ever in today’s world of complex investments, constantly changing tax laws and volatile markets. Barnum Financial Group’s purpose is to help individuals, business owners and corporate clients identify their financial objectives and achieve them. We recognize that creating and maintaining wealth is a complex, continuous and intricate practice.

We have strategies and tactics that build and preserve client wealth. Barnum Financial Group helps preserve your past, protect your future and create your legacy. All wealth management services may be secured through Barnum Financial Group. Thousands of clients use our wealth management process to successfully navigate every life stage. Our customized and integrated process enables our clients to create wealth, manage wealth and preserve wealth.

Corporate Services

Barnum Financial Group offers a comprehensive array of services to support your business and your employees. We can benchmark your current benefit programs against a variety of alternative carriers and companies to help you get the best plans at the best cost for your business. We offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs, and individual financial services. Each of our benefit programs is supported by an exceptional level of service for you and your employees.

To help you provide employees with the objective financial and retirement education they need and want, Barnum Financial offers a comprehensive turn key solution that connects the benefits you offer with your employees’ overall financial strategy resulting in increased benefit utilization and overall loyalty. These highly effective programs are provided at no cost to you or your employees.