Nelson J. Rodriguez, MBA, CFBS®


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  • Financial Advisor
  • Financial Service Representative
  • Investment Advisor Representative

I work with individuals, families and business owners in order to help find solutions to put them on the path to financial security. I recommend and implement various insurance and investment products to assist clients to protect, accumulate and distribute wealth in the most tax favorable manner possible.  Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

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


Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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Business Planning

Protect yourself, your employees and your assets with key products created just for business owners.

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Retirement Strategies

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

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