Barnum Financial Group, Glastonbury CT - Glastonbury, Connecticut

Barnum Financial Group, ubicado en 45 Glastonbury Blvd, Glastonbury, CT 06033, es un destacado grupo financiero que ofrece servicios especializados en planificación financiera. Con un equipo de profesionales altamente capacitados, Barnum Financial Group se ha ganado una sólida reputación en la comunidad de Glastonbury, CT.

Una de las principales fortalezas de Barnum Financial Group es su enfoque personalizado en la planificación financiera. Entienden que cada cliente tiene necesidades únicas y, por lo tanto, ofrecen soluciones financieras adaptadas a cada situación individual. Desde la planificación de la jubilación hasta la gestión de inversiones, pasando por la protección de activos y la planificación fiscal, Barnum Financial Group es una opción confiable para aquellos que buscan maximizar su situación financiera.

El grupo financiero está convenientemente ubicado en 45 Glastonbury Blvd, Glastonbury, CT 06033, un lugar fácilmente accesible en silla de ruedas, con estacionamiento y sanitarios especialmente diseñados para personas con discapacidad. Además, ofrecen la opción de concertar citas previas, lo que permite a los clientes recibir una atención más personalizada y dedicada.

La opinión general sobre Barnum Financial Group es muy positiva. Según Google My Business, la empresa tiene un total de 65 valoraciones, con una calificación media de 4.5/5. La mayoría de los clientes alaban el profesionalismo, la amabilidad y la competencia del personal, así como la eficacia de los servicios financieros ofrecidos.

Opiniones de Barnum Financial Group, Glastonbury CT

Kevin Wixom

5/5

I have been working with Barnum Financial for 3 years now and they treat me like family. Dan has been an amazing advisor, always makes time for me, and always makes sure I know exactly what is going on. There is no one I trust more with my financial success. SUCH A GREAT COMPANY!

Steven Wydra

5/5

My wife and I have been using Barnum Financial Group for about 20 years. We have been impressed with our financial advisor Dan. He is always available by phone or email. His financial advice allowed us to retire early. Very professional group.

Gary

5/5

I’ve been with Barnum Financial Group for many years. Dan, my financial advisor is exceptional and goes above and beyond to make the best decisions possible for my portfolio!! He’s always available to answer any questions, and explains everything throughly. I wouldn’t be where I am financially today if it wasn’t for Dan and his team!! I tell everyone that it’s never too late to start investing, and I highly recommend Barnum to family and friends all the time!!

Bill Brown

5/5

I can’t tell you how happy I am working with Barnum Financial group, Glastonbury CT. Dan and his qroup are amazing. Hes attentive, constantly analyzing the markets and building me a fortune. I am blown away how much I have made with this company. His investment strategies are super sound, and obviously based on your risk and he is very easy to work with. He follows up and also reaches out to you if he sees an opportunity. Always picks up the phone. He even has rapport with my bookkeeper, and they talk together about strategies and taxes and investments and retirement as I own a company. Use this company to secure your financial future. You will not regret it. I have been with Dan for over 10 years.

Albert Graham

5/5

Love this group, been working with Mike DelMonaco for almost 7 years. His guidance has allowed me, at age 59, to walk away from full time job, work part time and spend time with family!

Michael Davis

5/5

Our family has been with Barnum for over a decade and we feel like they are a partner in our future financial success. Whether it's planning for short term major expenses, how to invest and taking the long view on retirement planning, Dan Champagne and team JBW has been there with us every step of the way.

Lee Walker

5/5

I have had exemplary service with this group. I was given the opportunity to learn about managing my finances and the team answers questions with clear direction and honesty. They keep a watchful eye on any changes in the economy and assist with my concerns. I highly recommend their services.

Joshua Kekac

5/5

I have worked with Daniel Champagne in a myriad of financial situations throughout the last 7 years. His oversights on decisions has been fantastic and I would absolutely recommend him and his team to advise you as well.