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      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

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      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

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  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

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      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

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      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

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      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

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      We have the knowledge and resources to assist you in every step of your financial journey.

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Robert Aziz

  • Financial Services Representative

With 14 years in the financial services industry, Robert focuses on helping his clients with achieving their financial goals and dreams. He welcomes all opportunities to provide his clients with timely advice and insightful guidance to help build financial strategies that bring each person to meet their short-term objectives and long-term goals.

Robert is a graduate of UMass Lowell with a Bachelor’s degree in Marketing and he is presently pursing his MBA. He currently resides in Salisbury, MA with his wife, Kerri and four children. In his free time, Robert is an avid baseball fan and loves to give back by coaching the sport and is passionate about raising money for animal shelters in Massachusetts.

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

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Robert Aziz

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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