- Financial Advisor
- Financial Services Executive
- Investment Advisor Representative
I focus on providing my clients with the necessary resources, tools, and guidance to ensure they can make smart financial decisions in order to reach their short and long-term financial goals. I present solutions for those who have concerns towards retirement, college, or estate and legacy planning.
Providing wealth management and financial services to individuals, families, and companies who would like to take a more comprehensive approach to reaching their financial objectives is another area of expertise.
Specialties: Retirement Strategies, Group Benefits, Personal Insurance, Business Succession, Asset Allocation Strategies, Estate Conservation Strategies, Executive Benefit Strategies, Mutual Funds and Variable products.
At Barnum Financial Group – we help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
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