Barnum Financial Group - Shelton, Connecticut

For individuals and families seeking comprehensive financial planning and security, Barnum Financial Group presents a reliable and accessible resource. Located at 6 Corporate Dr, Shelton, CT 06484, United States, this established firm offers a multifaceted approach to managing finances, encompassing financial planning, financial consulting, and life insurance solutions. With a dedication to personalized service and a commitment to client success, Barnum Financial Group has cultivated a reputation for trustworthiness and expertise.

About Barnum Financial Group

Barnum Financial Group is a well-regarded financial institution that specializes in guiding clients through the complexities of personal and business finances. They operate as a financial planner and financial consultant, providing tailored strategies to meet diverse needs, from retirement planning and investment management to estate planning and risk mitigation through life insurance. The firm’s philosophy centers on building long-term relationships based on transparency, integrity, and a deep understanding of each client’s unique circumstances.

Key Features and Services

• Financial Planning: Barnum Financial Group’s core offering is a holistic financial plan developed after a thorough assessment of a client’s current situation, goals, and risk tolerance. This includes budgeting, cash flow analysis, investment strategies, and retirement projections.
• Financial Consulting: Clients benefit from expert advice on a wide range of financial matters, including tax planning, estate administration, and wealth transfer strategies.
• Life Insurance Agency: Recognizing the importance of protecting loved ones, Barnum Financial Group offers a variety of life insurance policies designed to provide financial security in the event of an untimely death.
• Online Appointments: For the convenience of clients, Barnum Financial Group offers the option of scheduling online appointments, streamlining the process of connecting with a financial advisor.

Accessibility and Amenities

Barnum Financial Group prioritizes inclusivity and accessibility. The office is designed to accommodate individuals with disabilities, featuring:

• Wheelchair-Accessible Car Park: Easy access to parking for those requiring it.
• Wheelchair-Accessible Entrance: A smooth and accessible entry point to the building.
• Wheelchair-Accessible Toilet: A fully accessible restroom facility.
• Toilet Facilities: Standard restroom facilities are available.

Client Feedback and Reputation

The company boasts 16 reviews on Google My Business, with an average rating of 4/5. This positive feedback reflects the satisfaction of many clients who appreciate the firm’s professionalism, attention to detail, and commitment to delivering results. Clients consistently praise the advisors’ knowledge, responsiveness, and ability to explain complex financial concepts in a clear and understandable manner. Here's a summary of recurring themes from the reviews:

• Personalized Service: Clients frequently highlight the personalized attention they receive from their financial advisors.
• Expert Advice: Advisors are commended for their expertise and ability to provide sound financial guidance.
• Trustworthiness: Many reviewers express confidence in the firm’s integrity and ethical practices.
• Clear Communication: Clients appreciate the clear and concise communication provided by the team.

Contact Information

To learn more about Barnum Financial Group and schedule a consultation, you can:

• Call: 203-513-6000
• Visit: barnumfinancialgroup.com
• Address: 6 Corporate Dr, Shelton, CT 06484, United States

Conclusion

Barnum Financial Group represents a strong choice for individuals and families seeking a reliable and knowledgeable partner to navigate their financial journey. Their comprehensive services, commitment to accessibility, and positive client feedback underscore their dedication to providing exceptional financial advice and support. The firm’s strategic location and convenient online appointment options further enhance its accessibility and client experience. For those seeking professional guidance in financial planning, investment management, and life insurance, Barnum Financial Group is certainly worth considering.