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@barnumfg.com
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2 phones found area 203
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LinkedIn matched
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Joel Bernstein is listed as Financial Planner, Financial Services Executive, Investment Advisor Representative at Barnum Financial Group, a company with 504 employees, based in Shelton, Connecticut, United States. AeroLeads shows a work email signal at barnumfg.com, phone signal with area code 203, and a matched LinkedIn profile for Joel Bernstein.
Joel Bernstein previously worked as Financial Professional at Barnum Financial Group an office of Metlife at Barnum Financial Group, An Office Of Metlife and Financial Advisor at Ameriprise Financial Services, Inc.. Joel Bernstein holds B.S., Mechanical Engineering from University Of Rochester.
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AeroLeads found 1 current-domain work email signal for Joel Bernstein. Compare company email patterns before reaching out.
I hold firm that success follows from your personal vision of financial security and personal growth. I’ll take the time necessary to listen and appreciate that which is most important to you. Then we can move forward together and achieve more.Clarity comes when we identify the most meaningful goals that reinforce your visionConfidence in your vision grows as we realize how to proceed and achieve successControl over your vision becomes evident as solutions take hold and progress is measured My Promise to My Clients:I will seek to understand and advise my clients in a holistic manner using sound financial methods. This includes developing a personal plan for achieving growth and success. I make a commitment to long term client relationships by first understanding you personally then by earning your trust. I will always maintain the highest standards of integrity and professionalism with my clients. The advice I provide shall be appropriate for your specific needs and clearly explained to help you make informed decisions. I would like to hear from you. Please contact me today to arrange a confidential, no obligation, initial consultation on how I can assist you and your family in achieving your financial goals. It will be a valuable opportunity for you to ask questions, talk informally and get to know me.I am a graduate from the University of Rochester in NY, where I earned my Bachelors of Science in Mechanical Engineering.I reside in Fairfield, Connecticut with my wife Linda who I have raised three daughters withI am licensed to sell insurance and securities in various states.
Listed skills include Certified Financial Planner, Services, and Financial Services.
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Shelton, CT
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.
Shelton, CT
Norwalk, CT (Fairfield County)
Chartered Retirement Plan Counselor
Greater New York City Area
Sign and Display Manufacturer
Other employees you can reach at barnumfinancialgroup.com. View company contacts for 504 employees →
Brooke Zaches
Colleague at Barnum Financial Group
Glastonbury, Connecticut, United States, United States
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CS
Casey Shevlin
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
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DJ
David J. Moss, Ricp®
Colleague at Barnum Financial Group
New York City Metropolitan Area, United States
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JW
John Watson
Colleague at Barnum Financial Group
New York, New York, United States, United States
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LW
Lynn Waldvogel
Colleague at Barnum Financial Group
New York City Metropolitan Area, United States
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JA
Jaimie A. Gonzalez
Colleague at Barnum Financial Group
Bridgeport, Connecticut, United States, United States
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PP
Paul Provost
Colleague at Barnum Financial Group
Warwick, Rhode Island, United States, United States
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AM
Anthony Maiuolo, Cfp®, Chfc®, Aif®
Colleague at Barnum Financial Group
New York, New York, United States, United States
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TU
Theflairrick Undefined
Colleague at Barnum Financial Group
North Haven, Connecticut, United States, United States
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LG
Leighann Gonzalez
Colleague at Barnum Financial Group
New York City Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Joel Bernstein works for Barnum Financial Group.
Joel Bernstein is listed as Financial Planner, Financial Services Executive, Investment Advisor Representative at Barnum Financial Group.
AeroLeads has found 1 work email signal at @barnumfg.com for Joel Bernstein at Barnum Financial Group.
AeroLeads has found 2 phone signal(s) with area code 203 for Joel Bernstein at Barnum Financial Group.
Joel Bernstein is based in Shelton, Connecticut, United States while working with Barnum Financial Group.
Joel Bernstein has worked for Barnum Financial Group, Barnum Financial Group, An Office Of Metlife, Ameriprise Financial Services, Inc., Lifetime Acrylic Signs Inc., and Matrix Instruments Inc.
Joel Bernstein's colleagues at Barnum Financial Group include Brooke Zaches, Casey Shevlin, David J. Moss, Ricp®, John Watson, and Lynn Waldvogel.
You can use AeroLeads to view verified contact signals for Joel Bernstein at Barnum Financial Group, including work email, phone, and LinkedIn data when available.
Joel Bernstein holds B.S., Mechanical Engineering from University Of Rochester.
Joel Bernstein is listed with skills including Certified Financial Planner, Services, and Financial Services.
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