Barnum Financial Group

 

 


 

Barnum Financial Group

 

 

For insurance and financial planning resources for your personal and business needs, call 1-800-981-0100. 
 
CTCPA is pleased to introduce Barnum Financial Group as our resource for individual and business insurance, holistic financial planning and investment services, plus a network of specialists. These resources are available for your clients (individual and business) as well as for your own personal needs:

  • Auto and Home Protection
  • Financial Literacy
  • Risk Management
  • College Planning Strategies
  • Special Needs Planning
  • eMoney

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.

Headquartered in Shelton, more than 300 financial service representatives in the region call Barnum their home. 

 


  

Introducing eMoney
See and do more with your client’s entire financial scenario, better collaborate with other advisors, and recommend effective solutions with Personal Financial View by eMoney. 

Expand your services, enhance client relationships, and leverage your professional alliances. Take your practice to the next level with Personal Financial View (PFV) by eMoney.

PFV is a secure website that allows your clients to aggregate all of their accounts, which are updated on a daily basis allowing your clients to track their investments, monitor their cash flow, and see their bottom line at any time.

 

This website will enable you to:

  • Better participate in your client’s financial services.
  • Help bring clarity and efficiency to your client’s financial picture.
  • Ensure recommendations align with your client’s complete financial picture.
  • Easily upload your client’s trusts, wills, tax returns, and other important paperwork to the client’s digital vault. 

 


 

For more information, please contact:

  John Pearson
  Financial Services Representative Registered Representative
  Investment Advisor Representative

  Barnum Financial Group
  6 Corporate Drive, Shelton, CT
  1-800-981-0100
  jpearson1@barnumfg.com 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc. Member SIPC. Barnum Financial Group is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000 Any discussion of taxes is for general informational purposes only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Property & Casualty insurance offered through a variety of quality insurance companies that are not affiliated with MassMutual or MSI Financial Services, Inc.
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