Jeffrey R. Blanco, Lutcf Email & Phone Number

Shelton, Ct

Barnum Financial Group is a full-service financial services organization. As part of a team of highly qualified financial services representatives, advisors and planners, we evaluate our clients' current goals and identify a strategy to achieve financial freedom. I am dedicated to understanding the personal and financial aspirations of my clients, while developing customized solutions to help them achieve their objectives. My mission is to guide my clients through the fluctuating financial climate, while developing a strategy that has the flexibility to evolve as needs change and opportunities arise.

6 Corporate Drive Shelton, Ct 06484

Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, my team and I work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to help meet your changing needs. As a family office resource, we have replicated a level of service normally reserved for those who fall under the category of high net worth clients. Many of our clients require private wealth management and other outside services such as sophisticated tax planning and estate preservation strategies to help them solidify their long term objectives. We can offer assistance in managing your investments, business and legacy.Whether the family’s needs are wealth preservation, assistance with philanthropic efforts, or educating family members on how to implement the family’s values within the framework of the family business. We help address the financial challenges that distract the family from achieving its goals while maintaining a high level of discretion and privacy.

Bachelor’S Degree, Business Administration And Management, General

Education record