Barnum Financial Group is a comprehensive financial services firm offering tailored wealth management, insurance, and investment strategies to individuals, families, and businesses. With a strong presence in the greater New York area, including their Westchester office in Elmsford, the firm focuses on helping clients achieve financial security through personalized planning. As an agency of MassMutual, Barnum leverages access to a wide array of financial tools while maintaining an independent advisor model, fostering objectivity and individualized solutions. The firm is recognized for its holistic approach to financial advising, integrating retirement planning, tax strategy, estate planning, and risk management.

Barnum Financial Group emphasizes client education and community involvement, regularly hosting seminars and events to promote financial literacy. Its team includes professionals who are well-versed in the unique financial needs of various industries, including legal, medical, and small business sectors. The firm’s award-winning advisors are supported by a network of specialists, ensuring clients receive in-depth guidance at every stage of their financial journey. Committed to diversity and sustainability, Barnum also leads several social impact initiatives in the local community.

Website: http://www.barnumfinancialgroup.com/

Key Services:

– Comprehensive financial planning
– Retirement and income planning
– Investment management and advisory
– Insurance solutions (life, disability, long-term care)
– Estate and legacy planning
– Business owner financial strategies
– Tax-efficient wealth transfer strategies
– Education funding strategies
– Employee benefits and executive compensation packages