George Goldman
Financial Planner | Financial Services Executive | Investment Advisor Representative
With over 30 years of experience in the financial services industry, George provides objective advice and quality service for individuals and their families, small business owners, and business executives — working with all of them to create a holistic financial plan. As a Financial Planner with Barnum Financial Group, George is committed to his vision of helping his clients build a strong and dependable path to financial freedom.
George created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients. He developed a team that complements each other well and works together to provide their clients with solutions tailored to their unique situations. As team leader, George ensures all clients receive the very best in all facets of wealth management.
Since joining Barnum Financial Group in 2002, George has earned numerous recognitions for his work on behalf of his clients. When Barnum was a part of MetLife, he qualified for MetLife’s prestigious Presidents Conference in 2003-2006, 2008, and also MetLife’s Leaders Conference in 2007 and then 2009-2014. After transitioning to MassMutual, George has been a perennial conference qualifier.
George has a strong belief in giving back to those in need of a helping hand. He fully endorses and encourages the team’s efforts towards the highly important organizations in our community. As represented on the ‘Community Involvement’ page, there has been great joy in spending time with local charities and contributing to their causes.
Staying involved and active in the local community, George was a founding board member of the Foundation for Life, Inc., a nonprofit organization that strives to improve the quality of life for the people and families it serves through actions that promote change and deepen connections within our communities. He currently resides in Southington with his fiancé. They spend their days enjoying time with their six children, between them, and one golden retriever.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT; CA Insurance License # 0E02353