Matthew J. Barrett

(203) 513-6279 mbarrett@barnumfg.com
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CFP®, CLU®, ChFC®, CASL®
  • Financial Services Executive
  • Investment Advisor Representative
  • Financial Planner

Through his practice, Matt offers a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. He has been with Barnum Financial Group since 1994 and is a life-long learner. He has a strong commitment to continuing his education staying up-to-date on his knowledge of the industry to help you navigate today’s complicated financial landscape. Matt has gained a number of important industry designations throughout his career including:

  • CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation. A strong work ethic and commitment to his clients have earned him a number of awards and recognitions in his tenure.

 

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I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance Lic # 1355547.    CA Insurance Lic # 0C34956.

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

 

Best Type of Life Insurance
What's the best type of life insurance? Find out by watching this short Barnum Insights Video.
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 Planning

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 Planning

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

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(203) 513-6279 mbarrett@barnumfg.com
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