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.
Joshua is a dedicated Financial Services Representative with a passion for helping individuals and families achieve financial security. Holding his Life, Accident, and Health Insurance license as well as his Series 7 securities license, he provides guidance in protection planning. As a Financial Services Representative, Joshua helps his clients with their financial objectives and protection needs. Whether that’s providing education and guidance in determining the right amount of insurance or helping them select the best solutions for their situation, he acts as a valuable resource—helping them build sound financial strategies to put them in the best position to attain their financial goals.
He earned his Finance degree from Eastern Connecticut State University. He grew up in East Lyme and still lives there today. In his free time, he enjoys working out at the gym and spending quality time with friends. Joshua is very close with his younger sister, and his motivation stems from a deep desire to help people feel more confident about their financial future.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT
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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!