Barnum Financial Group

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About

Barnum Financial Group is a full-service financial planning firm located in New York City. We offer a wide range of services, including portfolio management, retirement strategies, risk management, estate strategies, life insurance, cash flow analysis, extended care, education strategies, social security strategies, small business ownership, HNW/UHNW clients, charitable giving/legacy planning, special needs trusts, debt management, and financial education. We have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. We understand that everyone's financial situation is unique, and we take the time to get to know our clients so that we can provide them with customized solutions.

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