Matt Barrett Email & Phone Number

Through my practice, I offer a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. I have been with Barnum Financial Group for 22 years and consider myself a life-long learner with a strong commitment to continuing my education on the most up-to-date knowledge required to help you navigate today’s complicated financial landscape. I've gained a number of important industry designations throughout my career including the CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation. A strong work ethic and commitment to my clients have helped me earn a number of awards and recognitions in my tenure. I'm a graduate of the University of Connecticut, a resident of Fairfield, Connecticut and a very proud father of my two children, Madelyn and Carter. In my spare time, I'm an avid runner and have run several marathons. My favorite of which is the NYC marathon that I run in as a guide to my friend Joe who has autism.I am licensed and registered to offer product and services in several states. Licenses and registrations may vary. Please contact this office for further information.Domiciled in CT; AR Insurance License # 1355547Domiciled in CT; CA Insurance License # 0C34956I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel: 203-513-6000

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  Financial Advisor, Financial Services Executive, Investment Advisor Representative

  Barnum Financial Group

  Jul 2016 - Present - 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 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.