Barnum Financial Group

  • Financial Services
  • Shelton CT
  • 438 employees
  • Financial Services
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Company Overview

Headquarters
6 Corporate Drive, Shelton CT
Website
barnumfinancialgroup.com
Phone
(203) 513-6000
Employees
438
Founded in
1950
Industry
Financial Services
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Financials & Stats

Revenue

$500B

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Who is Barnum Financial Group

Barnum Financial Group is a financial services company headquartered in Shelton, Connecticut. Founded in 1950, the company employs 438 people and generates over $500 million in annual revenue. Barnum Financial Group serves a diverse clientele, including individuals and families, small businesses, corporations, government entities, and non-profit organizations across all fifty states. The company provides a comprehensive suite of financial planning and consulting services. These services encompass investment and risk management products, tailored to help clients achieve their financial goals. Barnum Financial Group specializes in areas such as retirement planning, risk management, tax minimization strategies, estate conservation, and philanthropic planning. Their team of experts works with clients to develop customized financial plans that address their unique needs and circumstances. Barnum Financial Group prides itself on its personalized approach to financial planning. They emphasize building long-term relationships with clients, understanding their goals, and providing ongoing support throughout their financial journey. The company's commitment to client satisfaction is reflected in its extensive network of offices across Connecticut, Massachusetts, New Jersey, New York, and Rhode Island. For more information about Barnum Financial Group and its services, please visit their website at barnumfinancialgroup.com. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Barnum Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Company Leadership

Joseph LoPresti

Executive Vice President

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Lisa Ganino

Executive Vice President Assistant at Barnum Financial Group

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Jennifer Benedetto

Director, Business Development

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Barnum Financial Group Industry Tags

Financial Planning
Wealth management
Higher Education
Social Initiatives
Philanthropy
Risk Management
Retirement Planning
Investment
Finance
College Planning
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Company Name Revenue Number of Employees Location Founded in
500M 1,357 Charlotte, NC 1996
500M 753 Iowa City, IA 1934
500M 197 1942
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FAQ

What is the location of Barnum Financial Group's headquarters?
The headquarters of Barnum Financial Group are situated at 6 Corporate Drive, Shelton CT
What is Barnum Financial Group's phone number?
Barnum Financial Group's contact number is (203) 513-6000.
What is Barnum Financial Group's official website?
The official website of Barnum Financial Group can be found at barnumfinancialgroup.com.
What is Barnum Financial Group's current revenue?
As of September 2019, Barnum Financial Group's annual revenue reached $500B.
How many employees does Barnum Financial Group currently have?
Barnum Financial Group employs approximately 438+ people as of September 2019
Which industries is Barnum Financial Group primarily operating in?
Barnum Financial Group operates in the following industries: Finance, Credit
Who is the Executive Vice President of Barnum Financial Group?
Barnum Financial Group's Executive Vice President is Joseph LoPresti
What are Barnum Financial Group's industry tags?
Barnum Financial Group's industry tags include: Financial Planning, Wealth management, Higher Education
When was Barnum Financial Group founded?
Barnum Financial Group was founded in 1950.

Employee Directory

Key Employees

Paul Blanco

Founder and CEO

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Kourtney Zando

Product Solutions Manager

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Joseph Furniss

Agency Technology Specialist

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Dhilan Shah

Wealth Management Advisor | Financial Planner | Life Insurance Agent

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Owen Hirsch

Financial Services Advisor and Student Ambassador

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Ian Querze

Director of Advisor Marketing

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Thomas Melfi

Investment Operations Associate

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Bruce Granville

Senior Software Developer & Architect

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Michael Field

Content Manager

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Alec Beauchemin

Financial Planning Consultant

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