Barnum Financial Group

Barnum Financial Group

Financial Services Shelton, Connecticut, United States 726 employees
Employees
726
Contacts
4
Emails
4
Phones
2

Barnum Financial Group Overview

Headquarters
Shelton, Connecticut, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
726
Founded
1950
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Barnum Financial Group

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.

Barnum Financial Group Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Barnum Financial Group Org Chart

Sample employees and titles
Name Title Contact
Paula Brancato Wealth Management Advisor and Certified Financial Planner™ Professional at Barnum Financial Group
Email Phone
Dhilan Shah, Cpa
Email Phone
Stefano Martini
Email
Patrick Connor
Email

Employees by Management Level

Individual contributor 17 profiles
Manager 9 profiles
Associate / junior 7 profiles
Executive 5 profiles
Director 5 profiles
Intern / trainee 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 8 8 4
Finance 5 5 3
IT 3 3 3
General 3 3 2
Sales 2 2 1
Marketing 1 1 1

Barnum Financial Group Tech Stack

Engineering 3 profiles
Cloud / infrastructure 1 profile
Data / AI 1 profile

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