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.
Nicholas, CFP®, CHFC®, a Sacred Heart University graduate, is a dedicated Financial Advisor and Investment Advisor Representative, licensed in Life, Accident, and Health Insurance, with Series 7 and 66 Securities Registrations. He became a financial professional to empower individuals and families to take control of their financial futures. Recognizing that money can often feel overwhelming and complex, Nicholas is passionate about breaking down these challenges into manageable, understandable steps. Whether helping clients save for major life goals, plan for retirement, or manage their day-to-day finances, his mission is to provide personalized guidance.
Nicholas finds immense fulfillment assisting others to build strong financial foundations that support their goals and aspirations. He is dedicated to developing customized strategies that cater to each client’s individual goals and priorities.
Outside of work, Nicholas values maintaining a well-rounded and active lifestyle. He enjoys staying fit through regular workouts at the gym or outdoor jogs, which help him stay physically and mentally sharp. He also cherishes quality time with family and friends, whether sharing a meal or simply enjoying their company. A passionate traveler, Nicholas loves exploring new places and cultures, finding inspiration and growth through his adventures. For Nicholas, life is about balance, meaningful connections, and helping others succeed.
Check the background of this registered representative on FINRA’s BrokerCheck 
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!