Impacting one million lives through personalized financial solutions.
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.
Compare Barnum Financial Group with 3 companies in Financial-Services
| Comparison Field |
Barnum Financial GroupMain Company |
SPC Financial, Inc.View Profile |
Vista Financial Grou...View Profile |
Leeward Wealth Manag...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 1970 | ||
|
Company Size
|
— | 11-50 | 11-50 | 2-10 |
|
City
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Shelton, Connecticut | Rockville, Maryland | Beaumaris, Victoria | Fort Collins, Colorado |
|
Country
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United States | United States | United States | |
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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
|
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