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    • The Barnum Difference

      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

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      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

    • In the Community

      We’re committed to making a difference in the communities in which we work and live.

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      A complete list of every financial representative working with Barnum Financial Group

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      We’re proud to be recognized for our commitment to our clients and their financial success.

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      Many national and local media outlets have leveraged our knowledge and thought leadership.

  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

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    • Group Benefit Programs

      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

    • Financial Wellness Programs

      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

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      We have the knowledge and resources to assist you in every step of your financial journey.

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May 2, 2018

Gift and Estate Tax Rules

May 2, 2018

What are the gift and estate tax rules after tax reform? The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled

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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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