Losing a job or changing employers triggers a number of very important decisions that often need to be made in a short period of time. Many of these decisions involve the group benefits you had with your former employer. We now have a team of experts to help you understand your choices and uncover any alternative opportunities.
Owning a business can be as challenging as it is rewarding. To thrive in the marketplace, you need much more than just a strong work ethic and a great product or service. You must surround yourself with the right people, build recognition for your offering, and be strategic about growth. As an employer, it's in your best interest to help your employees learn how to manage their money.
Owning a business can be as challenging as it is rewarding. To thrive in the marketplace, you need much more than just a strong work ethic and a great product or service. You must surround yourself with the right people, build recognition for your offering, and be strategic about growth. As an employer, it's in your best interest to help your employees learn how to manage their money.
Services
We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.
Our leadership team brings their experience, visionary thinking, and dedication to achieving Barnum's mission of enriching the lives of as many people as possible. Throughout his career, Paul has been a tireless advocate for Barnum's clients, its advisors and employees, and the communities it serves as well as for the financial services industry.
At Barnum Financial Group, we believe in succeeding together. Everyone at Barnum has a single focus: to help our clients meet their financial goals. Whether it is income and asset protection, retirement and estate planning, or holistic financial planning, all of our resources are dedicated to providing the best-desired outcomes for our clients.
Achieving your financial goals doesn't happen by accident. It takes patience and planning to create the kind of possibilities that money can buy. Whether you're saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.
Keep time on your side by saving and investing now for a rewarding retirement ahead. It's never too early or late to get started. What's most important is that you save as much as possible, and come up with a plan to keep it going. The hardest part of saving is starting! At Barnum, our professional financial advisers are available to discuss your retirement-whether that's five or 50 years from now.
Reviews (1)
Brittany Buza
Jan 11, 2020
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This particular review pertains to David Abel of Barnum Financial Group in Shelton, CT, and David alone. (If I was able to rate David zero stars, I would have in a heartbeat!)
My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information
My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information
