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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.

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

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FINANCIAL LITERACY WORKSHOPS

Elevating Your Financial Game Plan in 2024

February 29, 2024
12:00 am
Zoom
Join us on February 29th for a FREE webinar led by Jeremy Hus, MSFS, CFP®, ChFC®, packed with proven strategies to elevate your financial game plan in 2024! Whether you’re a beginner or seeking advanced tips, this webinar is for YOU!
Learn more
Register Here

From Goals to Gains

October 25, 2023
12:00 pm
Zoom
This webinar will offer you an in-depth introduction to financial planning: what is financial planning, creating goals, the key areas of planning, what financial services are available to you, and an overview of the process.
Learn more
Register Here

Mitigating the Risk of Outliving Your Money Due to Market Downturns

October 3, 2023
12:00 pm
Zoom
Topics to be discussed: The key risks in retirement planning and how to mitigate them. The sequence of returns and how it can impact your portfolio during the accumulation and decumulation phases. How Whole Life insurance can be a buffer strategy to mitigate these risks.
Learn more
Register Here

Estate Planning Unveiled

August 30, 2023
12:00 pm
Zoom
A Comprehensive Introduction to the Basics of Estate Planning
Learn more
Register Here

Medicare Educational Webinar

August 8, 2023
12:00 pm
Zoom
Learn about Medicare. What are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?
Learn more
Register Here

Medicare Educational Webinar

June 13, 2023
12:00 pm
Zoom
Learn about Medicare. What are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?
Learn more
Register Here
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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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