Contact Info

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Services

• Summarize financial goals and objectives
• Preparing current and future net worth
• Project yearly retirement goal progress
• Insurance portfolio analysis
• Long Term care evaulations
• College Funding Strategies
• 401k and IRA rollovers
• Investment analysis

Fundraisers We Support

• Foundation for Life
• Bikes for Kids

Hours of Operation

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News

About Us

Barnum Financial Group is a team of financial professionals and a support staff of over 300 professionals comprised of Operations, Marketing, Corporate Education, Case Design, Training and Development and a full service Call center. The Barnum Financial Group team is a group of experienced, qualified professionals, many of whom have earned various professional designations, including:

• CFP® – CERTIFIED FINANCIAL PLANNERTM professional
• CLTC – Certified in Long-Term Care
• LUTCF – Life Underwriter’s Training Council Fellow
• CLU® – Chartered Life Underwriter
• ChFC® – Chartered Financial Consultant

Our team of professionals is committed to help you make the most informed financial decisions possible. We strive to be a trusted source for financial products and services for all types of people. With our knowledge, experience and commitment, we can create successful financial strategies to help you meet both your financial and life goals.

If your goal is to achieve financial freedom, we will help build it. Because financial freedom means different things to different people, we take the time to understand what it means to you. No matter what stage of life or financial state you’re in, having a financial strategy is a critical part of everyone’s life. Our goal is to give you the right tools to understand all of your financial possibilities.

In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial professional to guide them. Financial Services Representatives offer something you may not be able to get from the traditional stockbroker, banker or accountant. By consolidating various aspects of your financial life, we are able to take a full-scope view of your situation which helps us provide you with the right strategies and tools at the right time.

At Barnum Financial Group, our representatives’ primary goal is to help you enjoy a comfortable lifestyle today, and look forward to a financially secure future by guiding you through today’s changing financial landscape. They will listen to and understand your financial needs so you can reach your financial goals. Whether it’s funding a college education, financing a wedding or achieving the financial freedom to live out your dreams, we can help. 

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