Barnum Financial Group

Barnum Financial Group

Financial-Services

Shelton, Connecticut
United States
Company Tagline

Impacting one million lives through personalized financial solutions.

Industry Category
Financial-Services
Company Description

Barnum Financial Group is a leading financial services provider dedicated to creating wealth and facilitating smart financial decisions for a diverse clientele. With a comprehensive suite of investment and risk management products and services, Barnum Financial Group serves individuals, families, small businesses, corporations, government entities, and not-for-profit organizations across all fifty states.

Operating since its founding in 1950, Barnum Financial Group has a strong presence with offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island. The company's primary address is 6 Corporate Drive, Shelton, Connecticut 06484, US. Additionally, you can find them at 277 Park Ave, 41st Floor, Manhattan, New York 10172, US; 200 Park Ave, 3200B, Manhattan, New York 10166, US; and several other locations. Barnum Financial Group is committed to helping clients achieve their financial aspirations through strategic financial planning, focusing on retirement planning, risk management, tax minimization strategies, and estate conservation.

Barnum Financial Group is dedicated to impacting lives through personalized financial solutions. The firm excels in areas such as special care and elder care planning, career-specific planning, and philanthropic planning, ensuring a holistic approach to financial well-being. Barnum Financial Group is actively expanding its services and welcomes you to explore the opportunities they offer. We invite the manager of Barnum Financial Group to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services and reach a wider audience.

Barnum Financial Group est un fournisseur de services financiers de premier plan, dédié à la création de richesse et à la facilitation de décisions financières judicieuses pour une clientèle diversifiée. Avec une gamme complète de produits et services d'investissement et de gestion des risques, Barnum Financial Group sert les particuliers, les familles, les petites entreprises, les sociétés, les entités gouvernementales et les organisations à but non lucratif dans les cinquante États.

Opérant depuis sa fondation en 1950, Barnum Financial Group a une forte présence avec des bureaux dans le Connecticut, le Massachusetts, le New Jersey, New York et le Rhode Island. L'adresse principale de l'entreprise est 6 Corporate Drive, Shelton, Connecticut 06484, US. De plus, vous pouvez les trouver au 277 Park Ave, 41st Floor, Manhattan, New York 10172, US ; 200 Park Ave, 3200B, Manhattan, New York 10166, US ; et à plusieurs autres endroits. Barnum Financial Group s'engage à aider ses clients à atteindre leurs aspirations financières grâce à une planification financière stratégique, axée sur la planification de la retraite, la gestion des risques, les stratégies de minimisation fiscale et la conservation successorale.

Barnum Financial Group s'engage à avoir un impact sur les vies grâce à des solutions financières personnalisées. L'entreprise excelle dans des domaines tels que la planification des soins spéciaux et des soins aux personnes âgées, la planification spécifique à la carrière et la planification philanthropique, assurant une approche holistique du bien-être financier. Barnum Financial Group développe activement ses services et vous invite à explorer les opportunités qu'ils offrent. Nous invitons le directeur de Barnum Financial Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs services exceptionnels et d'atteindre un public plus large.

Key Personnel / Employees
Stefano Martini Patrick Connor Dhilan Shah CPA Paula Brancato

Compare Companies Side by Side

Compare Barnum Financial Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Barnum Financial Group
Barnum Financial Group
Main Company
SPC Financial, Inc.
SPC Financial, Inc.
View Profile
Vista Financial Group
Vista Financial Grou...
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Leeward Wealth Management
Leeward Wealth Manag...
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Founded Year
1970
Company Size
11-50 11-50 2-10
City
Shelton, Connecticut Rockville, Maryland Beaumaris, Victoria Fort Collins, Colorado
Country
United States United States United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Planning Retirement Planning Risk Management Wealth Management Investment Services Estate Conservation Tax Minimization Higher Education College Planning Wealth management Philanthropy Finance Investment Social Initiatives
8 Total 1 Common 7 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Asset Allocation Business Planning Income & Estate Tax Planning Planned Gifting Portfolio Management Succession Planning +1
13 Total 1 Common 12 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Aged Care General Insurance Home Loans Investment Management Lending Life Insurance +6
8 Total 1 Common 7 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
CDFA Estate Planning Financial Advisor Financial Consultant Insurance/Annuities Tax Planning +1
4
Total Companies
1970
Oldest Founded
1
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

Barnum Financial Group 巴纳姆金融集团 बर्नम वित्तीय समूह مجموعة بارنوم المالية Барнум Файнэншл Груп