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.

Zachary Dugas is an insurance agent of Massachusetts Mutual Life Insurance Company and also offers insurance from unaffiliated insurers through Barnum Financial Group.  6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

Check the background of this investment professional on FINRA’s BrokerCheck