We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Key Findings, White Papers, Videos and more from our national research study
Access our blog offering relevant, useful, and educational content.
Check out our many financial educational events designed with you and your employees in mind.
Brooke is a Senior Financial Planner with over 15 years of experience helping individuals and families plan for and transition to retirement. She leads a team of professionals dedicated to providing people with the knowledge they need to make informed financial decisions with confidence. Her highly personalized approach results in customized recommendations based on each client’s unique needs and goals. Brooke is a Certified Financial PlannerTM professional, a designation for professionals who have completed extensive training and are held to rigorous ethical standards. Brooke understands the complexities of the changing financial climate and knows how to make recommendations in your best interest. An accomplished presenter, Brooke has been spotlighted in the Fairfield County Business Journal and on Connecticut Channel 8. She is a graduate of Sacred Heart University and resides in Oxford, Connecticut with her husband Jeff and their two children Addison and Jack.
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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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!