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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My position as a Financial Service Executive has led me to develop a customized, disciplined approach to working with you. I use a consultative process to identify where you stand now, where you want to go, and how I can help you get there.
As your advisor, I can help you address the key areas of financial importance including investments, career-specific strategies, retirement planning, estate and legacy planning, and education funding.
Throughout our relationship, I provide ongoing communication about how things are progressing. You will always have access to me, as I am here to help address whatever opportunities, challenges, and life-changing events that may arise.
ABOUT SAMUEL
Focused on meeting the individual needs of each client, Samuel has spent the last ten years building his business from the ground up by marketing to professionals and natural markets. Samuel began his career with John Hancock, serving the investment and protection needs of individuals, families, and businesses.
Samuel’s work on the behalf of his clients has earned him numerous recognitions. Since 2012, he has qualified for the Million Dollar Round Table (MDRT) — an exclusive forum recognized internationally as the standard of excellence in the life insurance and financial services business. In 2010, Samuel became a member of the ACE “Achieving Client Excellence” for Best in Class with John Hancock — one of the highest honors where 1 in 5 financial representatives is recognized, believing that success comes from the respect, professionalism, and integrity delivered to clients.
Samuel graduated from the University of Colorado and completed the Leeds School of Business program with the university. He is a member of the New York Road Runner Association (NYRR), The United States Golf Association (USGA), and The International Game and Fish Association (IFGA). He enjoys fishing, golfing, running, and skiing. He and his wife reside in Katonah, New York.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. CA Insurance Lic# 0H46390.
Check the background of this investment professional on FINRA’s BrokerCheck
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