Broker Check

NAVIGATING THE FINANCIAL LANDSCAPE

Unleash the Power of Professional Advice

Book a Consultation
<br/>

Barnum Financial Group offers all-encompassing services for our clients. As the most respected financial advisory firm in Elmsford, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future, Barnum Financial Group is Elmsford's preeminent wealth management team.

Whether you are a veteran of success or are just starting your career, Barnum Financial Group can help you achieve your goals and surpass them in time.

Meet Our Team
FINANCIAL PLANNING

FINANCIAL PLANNING

Financial planning is vital for securing a stable future. It helps individuals set goals, create budgets, save wisely, manage debts, and invest strategically, empowering them to achieve financial security and fulfill their aspirations.


Learn more
SPECIAL NEEDS PLANNING

SPECIAL NEEDS PLANNING

Planning for a dependent with special needs is crucial to ensure their long-term care, financial security, and quality of life. It involves creating a tailored strategy, securing resources, and protecting their future well-being.


Learn more
RETIREMENT PLANNING

RETIREMENT PLANNING

Enjoy the fruits of your labor. Retirement planning involves setting goals, saving diligently, and making wise investment decisions to ensure a worry-free retirement.

Learn more
PROTECTION PLANNING

PROTECTION PLANNING

Insurance is essential for protecting yourself and your assets from unexpected events. It provides financial security, covers losses, and offers peace of mind in the face of accidents, illness, natural disasters, or other unforeseen circumstances.


Learn more
OUR GOALS

OUR GOALS

We strive to understand our client's hopes and concerns, and to deliver sophisticated solutions to help you achieve your unique goals.

We take the time to understand your complete financial picture, hearing your concerns and learning about your aspirations for you and your family.  We look at all the areas you need to plan for -the protection of your assets, your children's future, your retirement, your estate and wealth transfer needs - and to utilize our expertise and a team of strategic partners to develop and implement individualized strategies to help reach your goals.

MEET OUR TEAM

MEET OUR TEAM

Each member of our team will collaborate under one vision - to help you preserve, grow, and optimize your wealth.

The cornerstone of our practice is giving people the knowledge they need to make informed financial decisions with confidence.  We guide our clients through a process that both educates and empowers our clients - taking the time to explain our recommendations and how they integrate with other facets of their overall wealth management strategies.

As your Financial Planners, we provide thoughtful collaboration, insight and a superior level of personalized services.

Meet the Team

Have a Question

Thank you! Oops!