Zachary Dugas

My practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.

I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions.

Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.

QUALIFICATIONS

• Joined Barnum Financial Group in 2014
• A designated Retirement Income Certified Professional (RICP®), Zach develops strategies to help clients take distributions in a tax-efficient manner, generate needed income, and continue to invest in an efficient and cost-effective way helps maximize returns relative to one’s tolerance for risk
• Holds his Series 7 and Series 66 Securities License
• Holds his Life, Accident and Health license

PROFILE

• Graduate of Albertus Magnus College with a Bachelor’s Degree in Business Administration, with a focus in Finance
• Enjoys basketball, golf, and spending time with family
• Resides in Monroe, CT with his wife Daniela

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