Barnum Financial Group

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantNew York, New York

Contact

Address
10 Grand Central, 155 East 44th Street 12th Floor, New York, New York, 10017
Phone
(646) 813-9312
Website
apexadvisoryteam.com/
View on map →

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

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.