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Who We Are
The Barnum Difference

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

Our Founder’s Story

Hear from our founder and how Barnum was transformed into what it is today.

Executive Leadership

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

Diversity, Equity, and Inclusion

We’re dedicated to creating a culture of belonging, respect, and opportunity for all.

In the Community

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

Our Representatives

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

Awards and Recognition

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

In the News

Many national and local media outlets have leveraged our knowledge and thought leadership.
What We Offer
Protection Strategies

Managing risks that could compromise your financial goals is vital.

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.

Planning for Your Retirement

Every major financial decision you make impacts your retirement.

Navigating a Job Transition

Switching jobs comes with a long to-do list that requires important financial decisions.

Leaving a Legacy

Legacy planning is more than just leaving money behind.

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.

Special Needs and Elder Care Planning

Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.

Workshops

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Business Planning and Protection

To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.

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.

All Products

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

Workshops

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Resources
Americans in the Workplace Study

Key Findings, White Papers, Videos and more from our national research study

Insights

Access our blog offering relevant, useful, and educational content.

Financial Literacy Workshops

Check out our many financial educational events designed with you and your employees in mind.
Careers
Contact Us

Tax Strategies

Watch Out for These Common Tax Scams

April 6, 2022

It’s important to be diligent when it comes to tax scams. As the tax deadline approaches this month, it doesn’t hurt to refresh ourselves with what scammers have in store for us.

2022 Tax Tips

March 2, 2022

Tax experts offer tips to make tax filing season a little less stressful in 2022.

Tax Scams To Watch Out For

February 7, 2019

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best

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

Standard and Itemized Deductions

April 3, 2018

The Standard Deduction and Itemized Deductions After Tax Reform The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025.

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Our financial professionals are here to support you.

6 Corporate Drive,
Shelton, CT 06484

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Who We Are

The Barnum Difference
Our Founders Story
Executive Leadership
Diversity, Equity, and Inclusion
In the Community
Awards and Recognition
In the News

The Barnum Difference
Our Founders Story
Executive Leadership
Diversity, Equity, and Inclusion
In the Community
Awards and Recognition
In the News

Resources

Americans in the Workplace Study
Insights
Financial Literacy Workshops

Americans in the Workplace Study
Insights
Financial Literacy Workshops

What We Offer

Protection Strategies
Investing for Your Future
Planning for Your Retirement
Navigating a Job Transition
Leaving a Legacy
Minimizing Taxes
Funding College Costs
Special Needs and Elder Care Planning
Business Planning and Protection
Group Benefit Programs
Financial Wellness Programs

Protection Strategies
Investing for Your Future
Planning for Your Retirement
Navigating a Job Transition
Leaving a Legacy
Minimizing Taxes
Funding College Costs
Special Needs and Elder Care Planning
Business Planning and Protection
Group Benefit Programs
Financial Wellness Programs

Company

Careers
Contact Us
Online Privacy Policy
Legal Notices

Careers
Contact Us
Online Privacy Policy
Legal Notices

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† PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

The content on this website is developed from sources believed to be providing accurate information. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000 CRN202512-4207644

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!

Read Now