Barnum Financial Group, Glastonbury CT - Glastonbury, Connecticut

Barnum Financial Group - A Comprehensive Overview

Barnum Financial Group, located at 45 Glastonbury Blvd, Glastonbury, CT 06033, is a renowned financial planning firm that has been serving clients for many years. With a strong commitment to helping individuals achieve their financial goals, this company has earned a stellar reputation in the field.

Overview and Specialties

Specializing in financial planning, Barnum Financial Group offers a wide range of services, including investment management, retirement planning, estate planning, and insurance solutions. Their team of experienced professionals works closely with clients to develop personalized strategies tailored to their unique needs and objectives.

Accessibility and Appointments

• Wheelchair accessible entrance ensures that the firm is inclusive and caters to individuals with mobility issues.
• Wheelchair accessible parking lot provides convenient parking for clients with disabilities.
• Wheelchair accessible restroom further demonstrates the firm's commitment to accessibility and comfort.
• Appointment required highlights the personalized approach taken by the firm, ensuring that each client receives undivided attention.
• Appointments recommended to avoid disappointment and ensure the best possible experience for clients.

Client Reviews and Opinions

Barnum Financial Group has garnered an impressive 65 reviews on Google My Business, with an average rating of 4.6/5. Clients consistently praise the firm's exceptional service, knowledgeable advisors, and personalized attention. Many clients have expressed their gratitude for the guidance and support provided by the team, which has helped them achieve their financial goals.

One client shared, "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 thoroughly." This testimonial highlights the dedication and expertise of the advisors at Barnum Financial Group.

Final Recommendation

If you are seeking a reliable and experienced financial planning firm, Barnum Financial Group is an excellent choice. With their commitment to personalized service, expertise, and client satisfaction, they have earned a well-deserved reputation as one of the top financial planning firms in the area.

To learn more about Barnum Financial Group and their services, visit their website or contact them directly at 02583800. Take the first step towards achieving your financial goals by partnering with a trusted and experienced team.

👍 Reviews of Barnum Financial Group, Glastonbury CT

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 B.

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.

Kevin W.

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 W.

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.

Michael D.

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 W.

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 K.

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.

Mandy M.

5/5

Dan Champagne has been great to work with over the past 12 years. His financial approach is down-to-earth, and his kindness and honesty are validated by how he shows up for others outside of work.