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Barnum Financial Group
  • Home
  • 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.

    • Barnum Icon
      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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  • Insights
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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

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

Insights

  • Barnum Report
  • Barnum Report

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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† MetLife administers the PlanSmart and Transitions Solutions program and has arranged to have specially trained third-party financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife. 

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.

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

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000    CRN202512-1402666