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Andrea Millard Email
Manager, Client Service Center . Barnum Financial Group
Shelton, CT
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Employees:
785Revenue:
$230.8MAbout
At Barnum Financial Group, we are committed to providing financial education to our clients and the community. By empowering people with the knowledge to make informed financial decisions, we make life a little easier one family at a time. At Barnum Financial Group, we truly believe your life is our business. Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. 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. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education. 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 MSI Financial Services, Inc., Member SIPC (www.SIPC.org). Barnum Financial Group is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. Financial Planning, Wealth management, Higher Education, Social InitiativesBarnum Financial Group Address
6 Corporate DriveShelton, CT
United States