Don't let retirement savings stress you out! Smart planning makes a big difference. We can help! #MythVsFact #FinancialGoals CRN202709-6761500
Barnum Financial Group
Financial Services
Shelton, Connecticut 8,660 followers
Helping over a quarter-million clients optimize their financial life
About us
At Barnum Financial Group, we help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. Founded in 1950 in Bridgeport, Connecticut, Barnum Financial Group was named in honor of American showman and business leader P.T. Barnum, Bridgeport’s most famous citizen. With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Working For the Future You Want You have dreams of what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college or passing on the family business. Whatever your dreams, Barnum Financial Group will work with you to help you achieve the future you want with strategic financial planning. Areas of focus include: - Financial planning - Retirement planning - Risk management - Tax minimization strategies - Estate conservation - Special care and elder care planning - Career Specific Planning - Philanthropic planning Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). Barnum Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.
- Website
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http://www.barnumfinancialgroup.com/
External link for Barnum Financial Group
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Shelton, Connecticut
- Type
- Privately Held
- Founded
- 1950
- Specialties
- Financial Planning, Wealth management, Higher Education, Social Initiatives, Philanthropy, Risk Management, Retirement Planning, Investment, Finance, and College Planning
Locations
Employees at Barnum Financial Group
Updates
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Grilling season is here!🍔 Save money by planning your grocery list and avoiding impulse buys at the store. #SummerSavings #SmartSpending
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If you've lost your job, or changing jobs, you may wonder what to do with your 401(k)-plan account. Check out this article to understand your options:https://bit.ly/3VMNnKO #retirementplanning #401k #personalfinance #financialplanning #insights #blog CRN202706-6729343
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Happy Independence Day! 🇺🇸 This July, celebrate financial independence, too. Learn how to manage your money and achieve your goals! #FinancialFreedom #FinancialPlanning
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This week on Master Your Money & Mindset, Elizabeth welcomes Maria Concha from Manifesting Ninja. Maria discusses how to empower your mindset and manifestation to achieve your personal and professional goals. If you like the podcast, please rate, review and subscribe wherever you’re listening! All of that helps the show grow. #masteryourmoneyandmindset #manifestation #manifestingmoney CRN202709-6752321
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Don't let life's surprises catch you off guard. We want to remind you of the importance of having the right insurance coverage. At Barnum Financial Group, our advisors are here to help you. Get a free consultation and take control of your tomorrow. ⛨ #InsuranceAwareness CRN202512-6294395
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Celebrate our country’s birthday with four brand-new articles! It’s the July Barnum Report! ��� Changing Jobs? Know Your 401(k) Options Maintaining You Financial Records: The Importance of Being Organized Use Your Annuity to Pay for Long-Term Care Insurance Business Succession Planning Subscribe today: https://bit.ly/49sLV6i #401k #retirementplanning #financialplanning #personalfinance #annuities #longtermcare #businessplanning #insights #blog CRN202706-6729343
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Dreaming of a secure retirement? Annuities can help you turn your dreams into reality! #RetirementGoals #AnnuityAwarenessMonth CRN202512-6294395
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Depending on a number of different factors, inheriting retirement savings accounts could have an impact on a beneficiary's tax obligation. Learn more! https://bit.ly/4ea5qTh #IRAs #retirement #retirementplanning #inheritance #personalfinance #financialplanning #blog #insights
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Last Chance! ️ Join our complimentary webinar on TOMORROW at 11am EST with Niko Vamvakas. Discover the world of annuities - income, structured, fixed - and gain valuable insights for a secure future. Register Now! https://lnkd.in/ebk9H-sh #webinar #retirement #annuityoptions CRN202705-6700814
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