Brian Monaghan

tel: (914)-372-2977 BMonaghan@BarnumFG.com
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  • Financial Services Representative

Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time-consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.
I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally, your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

QUALIFICATIONS

• Joined Barnum Financial Group in 2018
• Series 6 Securities Registered
• Licensed to sell Life, Accident, and Health Insurance*

PROFILE

• Graduate from Marist College with a Bachelor of Science Degree in Finance
• Resides in Blauvelt, NY
• Enjoys exercising, reading, playing basketball

 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck

 

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Working For the Future You Want

Services

Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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Financial Strategies

A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.

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Retirement Strategies

Prepare well for your golden years now and enjoy a rewarding retirement later. 

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tel: (914)-372-2977 BMonaghan@BarnumFG.com
Follow me on social media