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- Barnum Financial Group
Barnum Financial Group
Barnum helps people protect the things they value, to invest for their future, understand their personal finances, and help them become more financially literate.
Barnum’s personalized approach puts each client's needs first. Our experts, in all areas of financial planning and management, are dedicated to helping our clients implement their financial strategies.
We help our clients:
• Protect their assets by providing insurance and other financial products
• Create customized investment plans for a better financial future
• Provide financial education and counsel to understand their personal finances.
Our leadership team values each person's contribution to our mission and fosters a diverse and inclusive workplace. We’re life-long learners, always seeking new ways to improve our services and committed to acting with integrity in everything we do.
Barnum believes that everyone deserves to have financial security and peace of mind, and we are proud to do our part to make that happen.
Barnum’s personalized approach puts each client's needs first. Our experts, in all areas of financial planning and management, are dedicated to helping our clients implement their financial strategies.
We help our clients:
• Protect their assets by providing insurance and other financial products
• Create customized investment plans for a better financial future
• Provide financial education and counsel to understand their personal finances.
Our leadership team values each person's contribution to our mission and fosters a diverse and inclusive workplace. We’re life-long learners, always seeking new ways to improve our services and committed to acting with integrity in everything we do.
Barnum believes that everyone deserves to have financial security and peace of mind, and we are proud to do our part to make that happen.
Purpose
To impact lives quantified by impacting 1 million lives by 2030.
Barnum works to grow, preserve, and protect the wealth of their clients so they can live more confident lives and achieve their long-term goals.
Barnum works to grow, preserve, and protect the wealth of their clients so they can live more confident lives and achieve their long-term goals.
Vision
To be the premier provider of financial services in the United States.
Mission
To enrich as many lives as possible.
Additional Culture Details
We’re dedicated to creating a culture of belonging, respect, and opportunity for all. We believe that each person’s unique background, perspective, and experiences help us do better work for our clients and work better with each other.
CRN202609-4759073
CRN202609-4759073
Values
- Education
- Barnum values education empowered by a growth mindset. We believe in the potential to exceed even our most audacious goals for ourselves and our clients. With time and effort, Barnum maintains a commitment to life-long learning and sharing that knowledge with our communities.
Headquarters
Shelton, CT
Employees
450 US Employees
Industry
Financial Advisors
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