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.
Financial Advisor at Barnum Financial Group, Erik Lora, is a fully licensed financial advisor based in New York, specializing tax mitigation, debt management, insurance, and investment strategies. He acts as a resource, guiding his clients in making informed financial decisions to secure their future.
Erik works collaboratively with clients to help them clarify their financial goals, understand their financial position, and identify areas of opportunity. He provides tailored advice to help protect what is important to them with insurance strategies, save and invest for their future, and make decisions with confidence.
With a strong emphasis on financial education, Erik empowers clients to take control of their financial future by offering personalized guidance and creating customized solutions. As a member of Barnum Financial Group, Erik has access to an extensive network of resources and industry-leading strategies, enabling them to offer clients the highest level of financial insight and support.
With a commitment to building long-term relationships and delivering results, Erik helps clients navigate the complexities of their financial needs with confidence and clarity. Based in New York, Erik serves clients by providing financial guidance to individuals, families, and organizations alike.
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I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY
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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!