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Announcing our newest member perk ...
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.
Additional Resources
Auto & Home Protection
Financial Literacy
Risk Management
College Planning Strategies
Special Needs Planning
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.
For more information,
please contact:
John Pearson
Financial Services Representative
Registered Representative
Investment Advisor Representative
Barnum Financial Group
6 Corporate Drive, Shelton, CT
Connecticut CPA
September/October 2016
Expand your services,
enhance client relation-
ships, 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.
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.
Securities, investment advisory and financial planning services offered through qualified regis-
tered 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 con-
strued 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.