Business Details
31 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Barnum Financial Group, we have dedicated 30 years to helping families navigate their financial futures with clarity and confidence. Our approach centers on personalized financial planning, tailored to address retirement goals, wealth protection, and asset growth. Founded on principles of teamwork and integrity, we serve over 375,000 households, managing $49 billion in assets with a commitment to client-centric solutions.Our team of 375+ financial professionals delivers customized strategies, from retirement roadmaps to career transition guidance, ensuring clients maintain control over their financial journeys. With recognition as a Top Workplace, we combine industry expertise with a culture of trust, empowering clients to achieve long-term financial security through proactive planning and ongoing portfolio oversight.
Services
Financial Planning
Retirement Planning
Protection Planning
Education Funding
Career Transitions
Business Solutions
Long-Term Care
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of experience guiding families through retirement and financial transitions.
- Our team includes 375+ certified financial professionals with nationwide expertise.
- We manage $49 billion in assets with a focus on client-specific portfolio strategies.
- Our client-first approach prioritizes transparent, personalized financial education.
- Recognized as a Top Workplace for fostering a culture of teamwork and integrity.
Associations and certifications
- FINRA
- SIPC
What people say
Personalized financial guidance
Expert planning
Peace of mind
30+ years experience
Client-first approach
Services
Retirement Planning
We help clients maximize savings and secure reliable retirement income through tax-smart strategies. Our approach includes income roadmaps, Social Security optimization, and portfolio oversight to adapt to life changes. With proactive risk management, we ensure financial stability during retirement years.
Protection Planning
Our custom protection plans balance life, disability, and long-term care insurance to safeguard families. We conduct coverage gap analyses and compare trusted carriers to create cost-effective policies tailored to individual needs and future uncertainties.
Career Transitions
We assist clients in navigating job changes, equity payouts, or early retirement through rollover strategies and benefit-package optimization. Our guidance ensures seamless transitions while maintaining long-term financial goals and minimizing tax implications.
Education Funding
We design tax-efficient college savings plans using 529 accounts and custodial options. Our strategies align with family goals while ensuring retirement savings remain intact, supported by cost-projection tools for predictable funding.
Financial Planning
We create comprehensive financial plans combining investment management, tax planning, and goal-based portfolio design. Quarterly check-ins and rebalancing ensure clients stay on track to meet short- and long-term objectives while adapting to market changes.
People
Paul Blanco
CEO & Founder
Paul Blanco co-founded Barnum Financial Group 32 years ago, transforming it into a Top Workplace with 400+ employees. His leadership emphasizes teamwork, client trust, and innovative financial solutions for lasting client security.
Questions
What financial services does Barnum Financial Group offer?
We provide retirement planning, protection planning, education funding, career transition guidance, business solutions, and long-term care strategies tailored to individual client needs.
How does Barnum Financial Group personalize financial plans?
We listen to client goals, create customized strategies, and provide ongoing portfolio oversight to ensure plans adapt to life changes and market conditions.
Are Barnum's financial advisors certified professionals?
Yes, our team includes 375+ qualified financial professionals registered through MML Investors Services, LLC, with expertise in investment management and insurance solutions.
What areas does Barnum Financial Group serve?
We operate in Connecticut, New York, New Jersey, Rhode Island, and Washington, with local offices providing in-person and virtual financial consultations.
How can I schedule a consultation with Barnum?
Contact us via phone at +1 (888) 712-2310 or complete our online form to book a free, no-obligation consultation with a financial professional.
