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CA Insurance Lic. # 0M05289
Our Promise
The Fortune Team at Barnum Financial Group is dedicated to your success. The promise we make as a team is to provide you with the most knowledgeable, committed, and personalized service that we can possibly offer. Whatever short and long-term goals you may have, the secret to attaining those goals hinges on proper planning, implementation, and effective execution – as well as the ability to make informed confident decisions. Developing an effective strategy requires input from the people you trust. We have built our reputation on being the team that cares about our clients’ financial future. Our Promise to you is to be as educated and informed as possible on the latest services and products, and to make ourselves available to you when guidance is needed on your journey to financial freedom.
Qualifications & Personal Information:
*2018 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2017 for the period covering 2/21/2017 – 10/12/2017. 2019 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2018 for the period covering 03/21/2018 – 10/12/2018. 2020 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2019 for the period covering 03/01/2019 – 10/16/2019. 2021 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2020 for the period covering 03/30/2020 – 10/16/2020. 2022 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2021 for the period covering 04/12/2021 – 10/15/2021. 2023 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2022 for the period covering 03/31/2022 – 10/18/2022. Â 2024 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 12/1/2023 for the period covering 03/13/2023 – 09/29/2023. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
I am licensed to sell insurance and securities in New Jersey. Licenses and registrations will vary. Domiciled in NJ.
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