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.
Steven recently started at Barnum Financial Group as a Financial Services Representative. Steven attended Villanova University and worked for 7 years in Tech Sales before transitioning into the financial services industry. Licensed to sell life, accident and health insurance, he acts as a resource in educating his clients in financial literacy, as well as, serving as a guide to help them make the right financial decisions for their future goals.
As a Transition Solutions Specialist**, when employees experience a change in their group life insurance benefits, Steven helps them with the important, time-sensitive decisions they have to make about their life insurance coverage.  In addition, he provides informed guidance to employees regarding health insurance coverage and retirement planning solutions. Â
Steven looks to build long lasting relationships with his clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence. In his spare time, he enjoys baseball, basketball, golfing, and spending time with family. He currently resides in the Bronx, NY.
I am licensed to offer fixed insurance products and services in NY. State Licenses vary. Domiciled, NY
**MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. Â
Third party financial professionals provide securities offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC.  www.sipc.org 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. Investors Services LLC. is not affiliated with MetLife. MMLIS is not affiliated with MetLife Consumer Services or any of its affiliates. Â
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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!