Our reasons for becoming financial professionals are deeply personal. We repeatedly witnessed many friends and family members struggling to find the help they needed to map out their financial futures.
Whether you're in those prime earning years trying to secure your future or preparing for retirement, our experience and expertise can help put you in the best position to achieve and protect the future you desire for yourself and your family.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to successfully pursue their financial objectives, and we will commit the same level of care to you and your future.
Vice President, Advanced Markets
Vice President, Risk Management
Vice President, Financial Planning
Vice President, Retirement Planning Solutions
Vice President, Investments
Barnum offers the scope of a national financial services provider with access to industry-leading financial planning services, investment management, and insurance and protection products, while delivering a level of personalized service and attention found at a boutique firm.
We provide personal advice and solutions to more than 250,000 clients, including individuals and their families as well as small businesses, corporations, governments entities, and non-profit organizations and their employees, across all 50 states.
When you partner with Barnum Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interest. In order to bring you quality, innovative programs and products to meet your specific needs, Barnum has strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.
Here is a brief overview of our firm and several of our most important business relationships:
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: to help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services.
Barnum is a general agency of MassMutual and qualified representatives offer securities through MML Investors Services, LLC (MMLIS), a Broker-Dealer and Registered Investment Adviser subsidiary of MassMutual. MML Investors Services, founded in 1981, is one of the largest distributors of mutual funds, variable annuities and variable life insurance in the United States. MMLIS is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). MMLIS is authorized to conduct business in all 50 states, the District of Columbia, and Puerto Rico.
Through our relationship with MMLIS, assets held in brokerage accounts are custodied with Fidelity Investments’ clearing firm, National Financial Services, LLC (“NFS”). Established in 1983, NFS is one of the largest providers of brokerage services including clearing and custody, tax reporting, credit management, financial planning, and advisory services.
MetLife has a special arrangement with Barnum Financial Group that gives certain individuals covered under its group life insurance the opportunity to meet with a financial professional with specific expertise in life insurance and managing through a job transition. These knowledgeable resources help people understand their options and assist them in making important, time-sensitive decisions about their life insurance coverage and other benefits.
Fidelity Investments and National Financial Services LLC (together “Fidelity”) is an independent company unaffiliated with Barnum Financial Group (“Barnum”) or MassMutual. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Barnum and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 969332.1.0 MassMutual, MMLIS, NFS, MetLife and Barnum Financial Group are separate entities. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. L0621014119[exp0723][All States][DC,PR] . CRN202309-2433466